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 | $91,610 | $94,625-3.2% | $116,228-21.2% | $84,808+8.0% |
| Participation rate | 75.0% | 70.4%+4.6pp | 74.6%+0.4pp | 68.3%+6.7pp |
| Annual return | 11.93% | 20.40%-8.5pp | 90.06%-78.1pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,883 | $2,347-19.7% | $2,994-37.1% | $2,631-28.4% |
| Participant deferral / active EE | $3,137 | $3,972-21.0% | $4,953-36.7% | $4,212-25.5% |
| Admin fee / account holder | $40,601 | $10,091+302.3% | $11,989+238.7% | $7,344+452.9% |