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 | $80,549 | $76,552+5.2% | $123,892-35.0% | $62,891+28.1% |
| Participation rate | 92.0% | 73.0%+19.0pp | 81.4%+10.6pp | 69.3%+22.7pp |
| Annual return | 3.75% | 18.68%-14.9pp | 47.52%-43.8pp | 20.14%-16.4pp |
| Employer contribution / active EE | $2,180 | $2,883-24.4% | $4,617-52.8% | $2,281-4.4% |
| Participant deferral / active EE | $7,306 | $4,840+51.0% | $5,984+22.1% | $3,203+128.1% |
| Admin fee / account holder | $822 | $4,826-83.0% | $8,357-90.2% | $4,296-80.9% |