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 | $91,743 | $87,733+4.6% | $106,548-13.9% | $85,850+6.9% |
| Participation rate | 73.1% | 71.9%+1.1pp | 76.1%-3.1pp | 69.3%+3.8pp |
| Annual return | 7.44% | 21.86%-14.4pp | 26.80%-19.4pp | 318.53%-311.1pp |
| Employer contribution / active EE | $1,847 | $2,073-10.9% | $2,819-34.5% | $2,565-28.0% |
| Participant deferral / active EE | $11,451 | $3,469+230.1% | $4,398+160.4% | $3,952+189.8% |
| Admin fee / account holder | $34,234 | $6,767+405.9% | $7,407+362.2% | $6,260+446.9% |