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 | $72,867 | $72,277+0.8% | $101,248-28.0% | $79,858-8.8% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 9.41% | 22.30%-12.9pp | 46.47%-37.1pp | 31.71%-22.3pp |
| Employer contribution / active EE | $1,767 | $2,692-34.4% | $3,660-51.7% | $2,471-28.5% |
| Participant deferral / active EE | $3,985 | $3,282+21.4% | $4,370-8.8% | $3,740+6.6% |
| Admin fee / account holder | $569 | $4,400-87.1% | $5,945-90.4% | $5,306-89.3% |