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 | $87,241 | $88,672-1.6% | $105,223-17.1% | $82,448+5.8% |
| Participation rate | 71.4% | 67.9%+3.5pp | 75.0%-3.6pp | 68.1%+3.4pp |
| Annual return | 7.22% | 30.86%-23.6pp | 180.65%-173.4pp | 41.64%-34.4pp |
| Employer contribution / active EE | $2,002 | $3,048-34.3% | $3,689-45.7% | $2,551-21.5% |
| Participant deferral / active EE | $5,104 | $4,036+26.5% | $5,072+0.6% | $4,139+23.3% |
| Admin fee / account holder | $89,804 | $7,146+1156.7% | $8,859+913.7% | $7,234+1141.4% |