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 | $123,643 | $117,983+4.8% | $101,794+21.5% | $142,382-13.2% |
| Participation rate | 79.2% | 74.2%+4.9pp | 69.2%+10.0pp | 80.1%-1.0pp |
| Annual return | 8.74% | 36.92%-28.2pp | 30.53%-21.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $2,192 | $2,773-20.9% | $2,289-4.2% | $4,299-49.0% |
| Participant deferral / active EE | $2,989 | $4,714-36.6% | $4,084-26.8% | $6,507-54.1% |
| Admin fee / account holder | $4,177 | $10,433-60.0% | $8,777-52.4% | $12,624-66.9% |