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 | $89,678 | $74,927+19.7% | $101,794-11.9% | $84,808+5.7% |
| Participation rate | 91.9% | 61.4%+30.5pp | 69.2%+22.8pp | 68.3%+23.6pp |
| Annual return | 11.49% | 18.70%-7.2pp | 30.53%-19.0pp | 40.90%-29.4pp |
| Employer contribution / active EE | $2,113 | $1,522+38.9% | $2,289-7.7% | $2,631-19.7% |
| Participant deferral / active EE | $4,152 | $3,099+34.0% | $4,084+1.7% | $4,212-1.4% |
| Admin fee / account holder | $8,453 | $6,514+29.8% | $8,777-3.7% | $7,344+15.1% |