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 | $90,976 | $83,477+9.0% | $125,175-27.3% | $72,985+24.7% |
| Participation rate | 76.0% | 73.3%+2.7pp | 79.8%-3.8pp | 69.5%+6.5pp |
| Annual return | 14.17% | 25.78%-11.6pp | 43.79%-29.6pp | 81.00%-66.8pp |
| Employer contribution / active EE | $666 | $2,345-71.6% | $3,865-82.8% | $2,440-72.7% |
| Participant deferral / active EE | $2,375 | $3,585-33.8% | $4,937-51.9% | $3,607-34.2% |
| Admin fee / account holder | $765 | $5,517-86.1% | $9,702-92.1% | $5,124-85.1% |