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 | $88,211 | $86,922+1.5% | $102,438-13.9% | $80,874+9.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.32% | 18.90%-9.6pp | 29.37%-20.0pp | 35.62%-26.3pp |
| Employer contribution / active EE | $2,318 | $2,369-2.2% | $3,024-23.3% | $2,756-15.9% |
| Participant deferral / active EE | $4,888 | $4,119+18.7% | $5,054-3.3% | $4,297+13.8% |
| Admin fee / account holder | $40,637 | $8,050+404.8% | $9,448+330.1% | $6,935+486.0% |