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 | $100,372 | $86,286+16.3% | $111,297-9.8% | $85,850+16.9% |
| Participation rate | 70.6% | 73.3%-2.7pp | 77.3%-6.7pp | 69.3%+1.3pp |
| Annual return | 10.23% | 19.99%-9.8pp | 54.65%-44.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $747 | $2,043-63.4% | $2,731-72.6% | $2,565-70.9% |
| Participant deferral / active EE | $2,136 | $3,641-41.3% | $4,487-52.4% | $3,952-45.9% |
| Admin fee / account holder | $22,583 | $8,188+175.8% | $7,964+183.6% | $6,260+260.8% |