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 | $88,710 | $86,929+2.0% | $102,423-13.4% | $80,856+9.7% |
| Participation rate | 80.5% | 72.4%+8.1pp | 76.5%+4.0pp | 67.6%+12.8pp |
| Annual return | 9.85% | 18.88%-9.0pp | 29.32%-19.5pp | 35.59%-25.7pp |
| Employer contribution / active EE | $2,209 | $2,369-6.8% | $3,023-26.9% | $2,755-19.8% |
| Participant deferral / active EE | $5,199 | $4,118+26.2% | $5,053+2.9% | $4,296+21.0% |
| Admin fee / account holder | $16,688 | $8,049+107.3% | $9,451+76.6% | $6,918+141.2% |