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 | $87,431 | $93,571-6.6% | $135,903-35.7% | $75,163+16.3% |
| Participation rate | 99.0% | 75.2%+23.8pp | 81.9%+17.1pp | 67.2%+31.8pp |
| Annual return | 14.61% | 30.90%-16.3pp | 68.23%-53.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $1,418 | $3,537-59.9% | $4,856-70.8% | $2,670-46.9% |
| Participant deferral / active EE | $4,087 | $6,404-36.2% | $7,758-47.3% | $4,125-0.9% |
| Admin fee / account holder | $5,819 | $6,975-16.6% | $10,762-45.9% | $5,651+3.0% |