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 | $100,708 | $87,013+15.7% | $106,213-5.2% | $80,856+24.6% |
| Participation rate | 76.7% | 70.4%+6.2pp | 75.3%+1.4pp | 67.6%+9.0pp |
| Annual return | 9.16% | 17.05%-7.9pp | 116.14%-107.0pp | 35.59%-26.4pp |
| Employer contribution / active EE | $2,698 | $2,395+12.6% | $3,171-14.9% | $2,755-2.1% |
| Participant deferral / active EE | $2,835 | $3,986-28.9% | $5,016-43.5% | $4,296-34.0% |
| Admin fee / account holder | $6,737 | $8,431-20.1% | $11,033-38.9% | $6,918-2.6% |