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 | $86,445 | $86,929-0.6% | $102,423-15.6% | $80,856+6.9% |
| Participation rate | 70.0% | 72.4%-2.4pp | 76.5%-6.5pp | 67.6%+2.4pp |
| Annual return | 7.17% | 18.88%-11.7pp | 29.32%-22.2pp | 35.59%-28.4pp |
| Employer contribution / active EE | $1,376 | $2,369-41.9% | $3,023-54.5% | $2,755-50.1% |
| Participant deferral / active EE | $3,867 | $4,118-6.1% | $5,053-23.5% | $4,296-10.0% |
| Admin fee / account holder | $969 | $8,049-88.0% | $9,451-89.7% | $6,918-86.0% |