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 | $87,484 | $80,968+8.0% | $96,544-9.4% | $75,163+16.4% |
| Participation rate | 86.8% | 71.8%+15.1pp | 76.0%+10.9pp | 67.2%+19.7pp |
| Annual return | 5.28% | 27.06%-21.8pp | 25.84%-20.6pp | 160.62%-155.3pp |
| Employer contribution / active EE | $2,021 | $2,282-11.4% | $2,965-31.8% | $2,670-24.3% |
| Participant deferral / active EE | $3,168 | $3,928-19.3% | $4,851-34.7% | $4,125-23.2% |
| Admin fee / account holder | $3,899 | $6,724-42.0% | $8,252-52.7% | $5,651-31.0% |