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 | $109,090 | $95,803+13.9% | $113,168-3.6% | $84,808+28.6% |
| Participation rate | 85.2% | 72.9%+12.3pp | 76.6%+8.6pp | 68.3%+16.9pp |
| Annual return | 9.74% | 25.00%-15.3pp | 24.27%-14.5pp | 40.90%-31.2pp |
| Employer contribution / active EE | $3,578 | $2,360+51.6% | $2,975+20.3% | $2,631+36.0% |
| Participant deferral / active EE | $7,249 | $4,242+70.9% | $5,107+42.0% | $4,212+72.1% |
| Admin fee / account holder | $790 | $8,989-91.2% | $12,068-93.5% | $7,344-89.2% |