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 | $92,353 | $146,267-36.9% | $197,124-53.1% | $82,448+12.0% |
| Participation rate | 89.2% | 84.0%+5.1pp | 86.7%+2.4pp | 68.1%+21.1pp |
| Annual return | 12.57% | 29.61%-17.0pp | 44.34%-31.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,647 | $4,723-44.0% | $6,227-57.5% | $2,551+3.8% |
| Participant deferral / active EE | $5,846 | $7,035-16.9% | $9,135-36.0% | $4,139+41.2% |
| Admin fee / account holder | $3,382 | $14,422-76.6% | $16,298-79.3% | $7,234-53.3% |