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 | $80,863 | $85,022-4.9% | $70,515+14.7% | $139,434-42.0% |
| Participation rate | 78.9% | 73.9%+5.0pp | 68.3%+10.6pp | 80.3%-1.4pp |
| Annual return | 6.92% | 30.38%-23.5pp | 32.77%-25.9pp | 372.94%-366.0pp |
| Employer contribution / active EE | $2,532 | $3,909-35.2% | $2,973-14.8% | $4,751-46.7% |
| Participant deferral / active EE | $4,939 | $5,890-16.1% | $4,567+8.2% | $6,710-26.4% |
| Admin fee / account holder | $22,624 | $8,906+154.0% | $6,412+252.8% | $11,403+98.4% |