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 | $89,756 | $62,573+43.4% | $85,682+4.8% | $85,850+4.6% |
| Participation rate | 76.9% | 61.1%+15.8pp | 69.9%+7.1pp | 69.3%+7.6pp |
| Annual return | 10.28% | 23.77%-13.5pp | 21.49%-11.2pp | 318.53%-308.3pp |
| Employer contribution / active EE | $422 | $1,757-76.0% | $2,618-83.9% | $2,565-83.5% |
| Participant deferral / active EE | $3,277 | $2,802+16.9% | $3,923-16.5% | $3,952-17.1% |
| Admin fee / account holder | $1,915 | $4,640-58.7% | $6,873-72.1% | $6,260-69.4% |