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 | $118,638 | $76,407+55.3% | $150,298-21.1% | $82,448+43.9% |
| Participation rate | 96.7% | 66.4%+30.3pp | 77.8%+18.9pp | 68.1%+28.6pp |
| Annual return | 10.90% | 39.99%-29.1pp | 62.79%-51.9pp | 41.64%-30.7pp |
| Employer contribution / active EE | $2,641 | $2,614+1.0% | $4,154-36.4% | $2,551+3.5% |
| Participant deferral / active EE | $3,784 | $3,214+17.7% | $5,453-30.6% | $4,139-8.6% |
| Admin fee / account holder | $4,763 | $6,352-25.0% | $14,116-66.3% | $7,234-34.2% |