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 | $109,571 | $72,277+51.6% | $101,248+8.2% | $79,858+37.2% |
| Participation rate | 80.5% | 68.5%+12.0pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 10.41% | 22.30%-11.9pp | 46.47%-36.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $3,213 | $2,692+19.4% | $3,660-12.2% | $2,471+30.0% |
| Participant deferral / active EE | $5,210 | $3,282+58.8% | $4,370+19.2% | $3,740+39.3% |
| Admin fee / account holder | $3,916 | $4,400-11.0% | $5,945-34.1% | $5,306-26.2% |