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 | $77,808 | $106,584-27.0% | $101,326-23.2% | $142,382-45.4% |
| Participation rate | 82.4% | 82.7%-0.3pp | 81.5%+0.9pp | 80.1%+2.2pp |
| Annual return | 11.22% | 36.93%-25.7pp | 36.82%-25.6pp | 217.08%-205.9pp |
| Employer contribution / active EE | $708 | $3,956-82.1% | $3,665-80.7% | $4,299-83.5% |
| Participant deferral / active EE | $4,530 | $8,297-45.4% | $7,994-43.3% | $6,507-30.4% |
| Admin fee / account holder | $15,156 | $11,446+32.4% | $11,185+35.5% | $12,624+20.1% |