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 | $90,035 | $101,724-11.5% | $164,813-45.4% | $80,856+11.4% |
| Participation rate | 81.1% | 71.8%+9.3pp | 78.6%+2.5pp | 67.6%+13.4pp |
| Annual return | 9.57% | 16.72%-7.1pp | 69.93%-60.4pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,715 | $2,953-41.9% | $4,341-60.5% | $2,755-37.8% |
| Participant deferral / active EE | $3,429 | $4,477-23.4% | $6,031-43.1% | $4,296-20.2% |
| Admin fee / account holder | $5,484 | $8,227-33.3% | $12,690-56.8% | $6,918-20.7% |