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 | $89,153 | $81,248+9.7% | $155,509-42.7% | $80,856+10.3% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.6%+28.7pp |
| Annual return | 9.70% | 33.31%-23.6pp | 64.67%-55.0pp | 35.59%-25.9pp |
| Employer contribution / active EE | $2,444 | $3,100-21.2% | $4,672-47.7% | $2,755-11.3% |
| Participant deferral / active EE | $6,193 | $3,452+79.4% | $5,626+10.1% | $4,296+44.2% |
| Admin fee / account holder | $7,881 | $7,997-1.5% | $15,912-50.5% | $6,918+13.9% |