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 | $91,391 | $88,634+3.1% | $101,326-9.8% | $74,304+23.0% |
| Participation rate | 75.5% | 76.9%-1.4pp | 81.5%-6.0pp | 60.3%+15.1pp |
| Annual return | 9.29% | 33.10%-23.8pp | 36.82%-27.5pp | 29.43%-20.1pp |
| Employer contribution / active EE | $2,083 | $2,930-28.9% | $3,665-43.2% | $2,241-7.1% |
| Participant deferral / active EE | $11,241 | $7,322+53.5% | $7,994+40.6% | $3,767+198.4% |
| Admin fee / account holder | $8,420 | $2,425+247.2% | $11,185-24.7% | $2,969+183.6% |