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 | $114,551 | $109,413+4.7% | $156,263-26.7% | $84,808+35.1% |
| Participation rate | 71.9% | 72.7%-0.8pp | 78.9%-7.0pp | 68.3%+3.6pp |
| Annual return | 10.81% | 20.18%-9.4pp | 59.47%-48.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,104 | $2,907-62.0% | $4,333-74.5% | $2,631-58.0% |
| Participant deferral / active EE | $3,010 | $4,590-34.4% | $6,158-51.1% | $4,212-28.5% |
| Admin fee / account holder | $1,176 | $9,357-87.4% | $14,255-91.8% | $7,344-84.0% |