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 | $121,760 | $95,803+27.1% | $113,168+7.6% | $84,808+43.6% |
| Participation rate | 84.4% | 72.9%+11.6pp | 76.6%+7.9pp | 68.3%+16.1pp |
| Annual return | 11.91% | 25.00%-13.1pp | 24.27%-12.4pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,693 | $2,360-28.2% | $2,975-43.1% | $2,631-35.6% |
| Participant deferral / active EE | $4,859 | $4,242+14.5% | $5,107-4.9% | $4,212+15.4% |
| Admin fee / account holder | $13,403 | $8,989+49.1% | $12,068+11.1% | $7,344+82.5% |