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 | $89,691 | $54,762+63.8% | $90,281-0.7% | $72,985+22.9% |
| Participation rate | 77.0% | 65.1%+11.9pp | 73.3%+3.7pp | 69.5%+7.5pp |
| Annual return | 5.80% | 30.63%-24.8pp | 78.10%-72.3pp | 81.00%-75.2pp |
| Employer contribution / active EE | $2,589 | $2,092+23.7% | $2,854-9.3% | $2,440+6.1% |
| Participant deferral / active EE | $2,979 | $2,887+3.2% | $3,885-23.3% | $3,607-17.4% |
| Admin fee / account holder | $13,495 | $3,972+239.7% | $5,351+152.2% | $5,124+163.3% |