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 | $90,631 | $86,929+4.3% | $102,423-11.5% | $80,856+12.1% |
| Participation rate | 79.3% | 72.4%+6.9pp | 76.5%+2.8pp | 67.6%+11.7pp |
| Annual return | 8.18% | 18.88%-10.7pp | 29.32%-21.1pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,974 | $2,369-16.7% | $3,023-34.7% | $2,755-28.3% |
| Participant deferral / active EE | $3,511 | $4,118-14.8% | $5,053-30.5% | $4,296-18.3% |
| Admin fee / account holder | $3,835 | $8,049-52.4% | $9,451-59.4% | $6,918-44.6% |