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 | $102,799 | $123,793-17.0% | $177,821-42.2% | $79,858+28.7% |
| Participation rate | 81.1% | 84.7%-3.6pp | 87.7%-6.6pp | 69.6%+11.4pp |
| Annual return | 8.59% | 22.82%-14.2pp | 48.32%-39.7pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,365 | $4,095-42.2% | $5,918-60.0% | $2,471-4.3% |
| Participant deferral / active EE | $3,470 | $5,956-41.7% | $7,714-55.0% | $3,740-7.2% |
| Admin fee / account holder | $3,608 | $7,243-50.2% | $12,427-71.0% | $5,306-32.0% |