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 | $90,117 | $117,841-23.5% | $102,423-12.0% | $145,922-38.2% |
| Participation rate | 81.3% | 78.6%+2.7pp | 76.5%+4.8pp | 80.3%+1.0pp |
| Annual return | 6.78% | 31.65%-24.9pp | 29.32%-22.5pp | 561.29%-554.5pp |
| Employer contribution / active EE | $1,465 | $3,615-59.5% | $3,023-51.5% | $4,660-68.6% |
| Participant deferral / active EE | $3,662 | $5,731-36.1% | $5,053-27.5% | $6,688-45.2% |
| Admin fee / account holder | $1,837 | $13,326-86.2% | $9,451-80.6% | $13,397-86.3% |