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 8-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 | $90,685 | $87,733+3.4% | $106,548-14.9% | $85,850+5.6% |
| Participation rate | 75.4% | 71.9%+3.5pp | 76.1%-0.7pp | 69.3%+6.1pp |
| Annual return | 10.70% | 21.86%-11.2pp | 26.80%-16.1pp | 318.53%-307.8pp |
| Employer contribution / active EE | $1,789 | $2,073-13.7% | $2,819-36.5% | $2,565-30.2% |
| Participant deferral / active EE | $2,948 | $3,469-15.0% | $4,398-33.0% | $3,952-25.4% |
| Admin fee / account holder | $1,055 | $6,767-84.4% | $7,407-85.8% | $6,260-83.1% |