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 | $90,020 | $73,933+21.8% | $96,683-6.9% | $75,163+19.8% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | 9.49% | 26.70%-17.2pp | 35.69%-26.2pp | 160.62%-151.1pp |
| Employer contribution / active EE | $2,622 | $2,928-10.4% | $3,737-29.8% | $2,670-1.8% |
| Participant deferral / active EE | $3,246 | $3,659-11.3% | $4,878-33.5% | $4,125-21.3% |
| Admin fee / account holder | $1,344 | $5,216-74.2% | $6,730-80.0% | $5,651-76.2% |