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 | $89,794 | $96,484-6.9% | $75,886+18.3% | $152,861-41.3% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.3%+5.7pp | 82.4%-7.4pp |
| Annual return | 11.10% | 33.98%-22.9pp | 30.76%-19.7pp | 345.32%-334.2pp |
| Employer contribution / active EE | $2,270 | $3,309-31.4% | $2,500-9.2% | $4,762-52.3% |
| Participant deferral / active EE | $2,783 | $4,553-38.9% | $3,603-22.8% | $5,850-52.4% |
| Admin fee / account holder | $745 | $8,078-90.8% | $5,418-86.3% | $11,596-93.6% |