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 | $99,565 | $81,460+22.2% | $103,333-3.6% | $80,856+23.1% |
| Participation rate | 93.1% | 66.8%+26.3pp | 74.5%+18.6pp | 67.6%+25.5pp |
| Annual return | 10.10% | 25.55%-15.4pp | 24.88%-14.8pp | 35.59%-25.5pp |
| Employer contribution / active EE | $2,730 | $3,105-12.1% | $3,868-29.4% | $2,755-0.9% |
| Participant deferral / active EE | $6,037 | $3,869+56.0% | $5,057+19.4% | $4,296+40.5% |
| Admin fee / account holder | $1,989 | $6,566-69.7% | $8,355-76.2% | $6,918-71.3% |