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 | $139,910 | $123,793+13.0% | $177,821-21.3% | $79,858+75.2% |
| Participation rate | 89.7% | 84.7%+5.0pp | 87.7%+1.9pp | 69.6%+20.0pp |
| Annual return | 2.01% | 22.82%-20.8pp | 48.32%-46.3pp | 31.71%-29.7pp |
| Employer contribution / active EE | $3,634 | $4,095-11.3% | $5,918-38.6% | $2,471+47.1% |
| Participant deferral / active EE | $6,241 | $5,956+4.8% | $7,714-19.1% | $3,740+66.9% |
| Admin fee / account holder | $15,098 | $7,243+108.5% | $12,427+21.5% | $5,306+184.5% |