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 | $94,809 | $116,875-18.9% | $131,982-28.2% | $116,875-18.9% |
| Participation rate | 76.1% | 74.5%+1.6pp | 86.8%-10.7pp | 74.5%+1.6pp |
| Annual return | 8.76% | 16.29%-7.5pp | -4.02%+12.8pp | 16.29%-7.5pp |
| Employer contribution / active EE | $2,833 | $3,288-13.8% | $3,768-24.8% | $3,288-13.8% |
| Participant deferral / active EE | $4,492 | $3,885+15.6% | $3,959+13.5% | $3,885+15.6% |
| Admin fee / account holder | $1,423 | $12,263-88.4% | $6,995-79.7% | $12,263-88.4% |