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 | $89,952 | $138,347-35.0% | $184,203-51.2% | $80,856+11.2% |
| Participation rate | 78.8% | 83.9%-5.0pp | 86.8%-8.0pp | 67.6%+11.2pp |
| Annual return | 10.10% | 20.02%-9.9pp | 28.81%-18.7pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,620 | $4,850-66.6% | $6,427-74.8% | $2,755-41.2% |
| Participant deferral / active EE | $3,664 | $7,071-48.2% | $9,131-59.9% | $4,296-14.7% |
| Admin fee / account holder | $11,506 | $10,483+9.8% | $13,901-17.2% | $6,918+66.3% |