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 | $104,288 | $95,803+8.9% | $113,168-7.8% | $84,808+23.0% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 8.16% | 25.00%-16.8pp | 24.27%-16.1pp | 40.90%-32.7pp |
| Employer contribution / active EE | $2,638 | $2,360+11.8% | $2,975-11.3% | $2,631+0.3% |
| Participant deferral / active EE | $4,113 | $4,242-3.0% | $5,107-19.5% | $4,212-2.3% |
| Admin fee / account holder | $18,738 | $8,989+108.5% | $12,068+55.3% | $7,344+155.1% |