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 | $85,276 | $78,926+8.0% | $136,749-37.6% | $84,808+0.6% |
| Participation rate | 73.5% | 62.2%+11.4pp | 72.1%+1.4pp | 68.3%+5.2pp |
| Annual return | 9.85% | 18.17%-8.3pp | 24.33%-14.5pp | 40.90%-31.0pp |
| Employer contribution / active EE | $5,049 | $2,134+136.6% | $3,400+48.5% | $2,631+91.9% |
| Participant deferral / active EE | $2,577 | $3,168-18.7% | $4,692-45.1% | $4,212-38.8% |
| Admin fee / account holder | $25,473 | $6,369+300.0% | $11,386+123.7% | $7,344+246.9% |