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 | $89,206 | $81,460+9.5% | $103,333-13.7% | $80,856+10.3% |
| Participation rate | 75.6% | 66.8%+8.7pp | 74.5%+1.0pp | 67.6%+7.9pp |
| Annual return | 7.67% | 25.55%-17.9pp | 24.88%-17.2pp | 35.59%-27.9pp |
| Employer contribution / active EE | $2,396 | $3,105-22.8% | $3,868-38.1% | $2,755-13.0% |
| Participant deferral / active EE | $7,187 | $3,869+85.8% | $5,057+42.1% | $4,296+67.3% |
| Admin fee / account holder | $107,330 | $6,566+1534.5% | $8,355+1184.7% | $6,918+1451.5% |