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 | $90,786 | $98,750-8.1% | $149,696-39.4% | $79,858+13.7% |
| Participation rate | 88.0% | 75.8%+12.2pp | 82.5%+5.5pp | 69.6%+18.4pp |
| Annual return | 9.17% | 27.43%-18.3pp | 276.60%-267.4pp | 31.71%-22.5pp |
| Employer contribution / active EE | $2,344 | $3,216-27.1% | $4,644-49.5% | $2,471-5.1% |
| Participant deferral / active EE | $4,880 | $5,680-14.1% | $6,842-28.7% | $3,740+30.5% |
| Admin fee / account holder | $2,854 | $6,053-52.8% | $9,309-69.3% | $5,306-46.2% |