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 | $90,405 | $89,355+1.2% | $141,162-36.0% | $72,985+23.9% |
| Participation rate | 89.2% | 75.1%+14.1pp | 82.5%+6.7pp | 69.5%+19.7pp |
| Annual return | 3.60% | 111.85%-108.2pp | 71.39%-67.8pp | 81.00%-77.4pp |
| Employer contribution / active EE | $2,867 | $3,114-7.9% | $4,735-39.4% | $2,440+17.5% |
| Participant deferral / active EE | $4,798 | $5,418-11.4% | $6,709-28.5% | $3,607+33.0% |
| Admin fee / account holder | $2,773 | $5,958-53.5% | $10,261-73.0% | $5,124-45.9% |