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 | $89,968 | $83,477+7.8% | $125,175-28.1% | $72,985+23.3% |
| Participation rate | 83.3% | 73.3%+10.0pp | 79.8%+3.6pp | 69.5%+13.8pp |
| Annual return | 12.21% | 25.78%-13.6pp | 43.79%-31.6pp | 81.00%-68.8pp |
| Employer contribution / active EE | $1,090 | $2,345-53.5% | $3,865-71.8% | $2,440-55.3% |
| Participant deferral / active EE | $2,679 | $3,585-25.3% | $4,937-45.7% | $3,607-25.7% |
| Admin fee / account holder | $5,559 | $5,517+0.7% | $9,702-42.7% | $5,124+8.5% |