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 | $85,187 | $86,929-2.0% | $102,423-16.8% | $80,856+5.4% |
| Participation rate | 82.1% | 72.4%+9.7pp | 76.5%+5.6pp | 67.6%+14.4pp |
| Annual return | 8.97% | 18.88%-9.9pp | 29.32%-20.4pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,842 | $2,369-22.2% | $3,023-39.1% | $2,755-33.1% |
| Participant deferral / active EE | $3,147 | $4,118-23.6% | $5,053-37.7% | $4,296-26.7% |
| Admin fee / account holder | $5,722 | $8,049-28.9% | $9,451-39.5% | $6,918-17.3% |