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 | $82,238 | $157,256-47.7% | $141,162-41.7% | $152,861-46.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.4%+5.1pp |
| Annual return | 0.75% | 64.32%-63.6pp | 71.39%-70.6pp | 345.32%-344.6pp |
| Employer contribution / active EE | $7,387 | $5,261+40.4% | $4,735+56.0% | $4,762+55.1% |
| Participant deferral / active EE | $4,637 | $7,109-34.8% | $6,709-30.9% | $5,850-20.7% |
| Admin fee / account holder | $844 | $12,120-93.0% | $10,261-91.8% | $11,596-92.7% |