See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,075 | $86,929-11.3% | $102,423-24.7% | $80,856-4.7% |
| Participation rate | 76.7% | 72.4%+4.3pp | 76.5%+0.2pp | 67.6%+9.0pp |
| Annual return | 7.94% | 18.88%-10.9pp | 29.32%-21.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,041 | $2,369-56.1% | $3,023-65.6% | $2,755-62.2% |
| Participant deferral / active EE | $2,600 | $4,118-36.9% | $5,053-48.5% | $4,296-39.5% |
| Admin fee / account holder | $524 | $8,049-93.5% | $9,451-94.5% | $6,918-92.4% |