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 | $92,066 | $86,929+5.9% | $102,423-10.1% | $80,856+13.9% |
| Participation rate | 80.0% | 72.4%+7.6pp | 76.5%+3.5pp | 67.6%+12.4pp |
| Annual return | 9.27% | 18.88%-9.6pp | 29.32%-20.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,485 | $2,369+4.9% | $3,023-17.8% | $2,755-9.8% |
| Participant deferral / active EE | $4,792 | $4,118+16.4% | $5,053-5.2% | $4,296+11.6% |
| Admin fee / account holder | $11,387 | $8,049+41.5% | $9,451+20.5% | $6,918+64.6% |