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 | $96,245 | $95,803+0.5% | $113,168-15.0% | $84,808+13.5% |
| Participation rate | 85.2% | 72.9%+12.4pp | 76.6%+8.7pp | 68.3%+16.9pp |
| Annual return | 9.53% | 25.00%-15.5pp | 24.27%-14.7pp | 40.90%-31.4pp |
| Employer contribution / active EE | $1,346 | $2,360-43.0% | $2,975-54.8% | $2,631-48.8% |
| Participant deferral / active EE | $2,586 | $4,242-39.0% | $5,107-49.4% | $4,212-38.6% |
| Admin fee / account holder | $10,340 | $8,989+15.0% | $12,068-14.3% | $7,344+40.8% |