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 | $89,753-2.8% | $107,525-18.9% | $84,808+2.9% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 7.22% | 29.48%-22.3pp | 181.32%-174.1pp | 40.90%-33.7pp |
| Employer contribution / active EE | $2,002 | $3,113-35.7% | $3,754-46.7% | $2,631-23.9% |
| Participant deferral / active EE | $5,104 | $4,056+25.8% | $5,116-0.2% | $4,212+21.2% |
| Admin fee / account holder | $89,804 | $7,222+1143.5% | $8,919+906.9% | $7,344+1122.9% |