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 | $97,743 | $95,803+2.0% | $113,168-13.6% | $84,808+15.3% |
| Participation rate | 98.4% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.1pp |
| Annual return | 9.50% | 25.00%-15.5pp | 24.27%-14.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,722 | $2,360-27.0% | $2,975-42.1% | $2,631-34.5% |
| Participant deferral / active EE | $4,311 | $4,242+1.6% | $5,107-15.6% | $4,212+2.4% |
| Admin fee / account holder | $35,210 | $8,989+291.7% | $12,068+191.8% | $7,344+379.5% |