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 | $99,867 | $95,803+4.2% | $113,168-11.8% | $84,808+17.8% |
| Participation rate | 83.7% | 72.9%+10.9pp | 76.6%+7.2pp | 68.3%+15.4pp |
| Annual return | 11.65% | 25.00%-13.4pp | 24.27%-12.6pp | 40.90%-29.3pp |
| Employer contribution / active EE | $1,163 | $2,360-50.7% | $2,975-60.9% | $2,631-55.8% |
| Participant deferral / active EE | $3,043 | $4,242-28.3% | $5,107-40.4% | $4,212-27.7% |
| Admin fee / account holder | $8,636 | $8,989-3.9% | $12,068-28.4% | $7,344+17.6% |