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 | $97,425 | $108,825-10.5% | $156,181-37.6% | $82,448+18.2% |
| Participation rate | 86.0% | 72.4%+13.6pp | 78.8%+7.1pp | 68.1%+17.9pp |
| Annual return | 7.74% | 20.59%-12.9pp | 64.87%-57.1pp | 41.64%-33.9pp |
| Employer contribution / active EE | $1,601 | $2,870-44.2% | $4,294-62.7% | $2,551-37.2% |
| Participant deferral / active EE | $4,954 | $4,577+8.2% | $6,132-19.2% | $4,139+19.7% |
| Admin fee / account holder | $5,690 | $9,341-39.1% | $14,586-61.0% | $7,234-21.3% |