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 | $70,987 | $67,606+5.0% | $82,313-13.8% | $70,131+1.2% |
| Participation rate | 80.6% | 72.8%+7.9pp | 76.9%+3.8pp | 69.5%+11.1pp |
| Annual return | 11.60% | 21.57%-10.0pp | 25.88%-14.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $1,963 | $1,755+11.9% | $2,428-19.1% | $2,342-16.2% |
| Participant deferral / active EE | $3,890 | $2,987+30.2% | $3,706+5.0% | $3,332+16.8% |
| Admin fee / account holder | $4,064 | $4,512-9.9% | $5,608-27.5% | $4,645-12.5% |