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 | $95,798 | $86,929+10.2% | $102,423-6.5% | $80,856+18.5% |
| Participation rate | 90.0% | 72.4%+17.6pp | 76.5%+13.5pp | 67.6%+22.4pp |
| Annual return | 8.20% | 18.88%-10.7pp | 29.32%-21.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $2,789 | $2,369+17.7% | $3,023-7.7% | $2,755+1.2% |
| Participant deferral / active EE | $4,928 | $4,118+19.6% | $5,053-2.5% | $4,296+14.7% |
| Admin fee / account holder | $14,929 | $8,049+85.5% | $9,451+58.0% | $6,918+115.8% |