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 | $87,210 | $157,256-44.5% | $141,162-38.2% | $152,861-42.9% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 1.97% | 64.32%-62.4pp | 71.39%-69.4pp | 345.32%-343.4pp |
| Employer contribution / active EE | $3,913 | $5,261-25.6% | $4,735-17.4% | $4,762-17.8% |
| Participant deferral / active EE | $9,286 | $7,109+30.6% | $6,709+38.4% | $5,850+58.7% |
| Admin fee / account holder | $661 | $12,120-94.5% | $10,261-93.6% | $11,596-94.3% |