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 | $90,736 | $109,413-17.1% | $156,263-41.9% | $84,808+7.0% |
| Participation rate | 91.4% | 72.7%+18.7pp | 78.9%+12.5pp | 68.3%+23.1pp |
| Annual return | 11.92% | 20.18%-8.3pp | 59.47%-47.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,596 | $2,907-45.1% | $4,333-63.2% | $2,631-39.3% |
| Participant deferral / active EE | $4,042 | $4,590-11.9% | $6,158-34.4% | $4,212-4.0% |
| Admin fee / account holder | $16,611 | $9,357+77.5% | $14,255+16.5% | $7,344+126.2% |