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 | $99,700 | $95,803+4.1% | $113,168-11.9% | $84,808+17.6% |
| Participation rate | 93.0% | 72.9%+20.1pp | 76.6%+16.4pp | 68.3%+24.6pp |
| Annual return | 9.18% | 25.00%-15.8pp | 24.27%-15.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $2,885 | $2,360+22.3% | $2,975-3.0% | $2,631+9.7% |
| Participant deferral / active EE | $6,895 | $4,242+62.5% | $5,107+35.0% | $4,212+63.7% |
| Admin fee / account holder | $20,786 | $8,989+131.2% | $12,068+72.2% | $7,344+183.0% |