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 | $116,258 | $95,803+21.4% | $113,168+2.7% | $84,808+37.1% |
| Participation rate | 90.5% | 72.9%+17.6pp | 76.6%+13.9pp | 68.3%+22.2pp |
| Annual return | 11.74% | 25.00%-13.3pp | 24.27%-12.5pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,587 | $2,360-32.7% | $2,975-46.6% | $2,631-39.7% |
| Participant deferral / active EE | $3,638 | $4,242-14.2% | $5,107-28.8% | $4,212-13.6% |
| Admin fee / account holder | $6,114 | $8,989-32.0% | $12,068-49.3% | $7,344-16.8% |