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 | $94,107 | $88,672+6.1% | $105,223-10.6% | $82,448+14.1% |
| Participation rate | 80.0% | 67.9%+12.1pp | 75.0%+5.0pp | 68.1%+11.9pp |
| Annual return | 12.54% | 30.86%-18.3pp | 180.65%-168.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,359 | $3,048-22.6% | $3,689-36.0% | $2,551-7.5% |
| Participant deferral / active EE | $3,854 | $4,036-4.5% | $5,072-24.0% | $4,139-6.9% |
| Admin fee / account holder | $7,711 | $7,146+7.9% | $8,859-13.0% | $7,234+6.6% |