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 | $99,728 | $86,929+14.7% | $102,423-2.6% | $80,856+23.3% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.6%+17.0pp |
| Annual return | 10.25% | 18.88%-8.6pp | 29.32%-19.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $2,769 | $2,369+16.9% | $3,023-8.4% | $2,755+0.5% |
| Participant deferral / active EE | $4,417 | $4,118+7.2% | $5,053-12.6% | $4,296+2.8% |
| Admin fee / account holder | $7,548 | $8,049-6.2% | $9,451-20.1% | $6,918+9.1% |