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 | $78,250 | $101,724-23.1% | $164,813-52.5% | $80,856-3.2% |
| Participation rate | 76.5% | 71.8%+4.6pp | 78.6%-2.1pp | 67.6%+8.8pp |
| Annual return | 10.06% | 16.72%-6.7pp | 69.93%-59.9pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,256 | $2,953-23.6% | $4,341-48.0% | $2,755-18.1% |
| Participant deferral / active EE | $3,023 | $4,477-32.5% | $6,031-49.9% | $4,296-29.6% |
| Admin fee / account holder | $4,324 | $8,227-47.4% | $12,690-65.9% | $6,918-37.5% |