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 | $83,796 | $77,503+8.1% | $100,391-16.5% | $80,856+3.6% |
| Participation rate | 91.6% | 76.9%+14.6pp | 81.5%+10.1pp | 67.6%+23.9pp |
| Annual return | 11.24% | 37.20%-26.0pp | 49.20%-38.0pp | 35.59%-24.4pp |
| Employer contribution / active EE | $2,715 | $2,801-3.0% | $3,942-31.1% | $2,755-1.4% |
| Participant deferral / active EE | $6,137 | $6,820-10.0% | $8,082-24.1% | $4,296+42.9% |
| Admin fee / account holder | $3,780 | $5,897-35.9% | $7,899-52.1% | $6,918-45.4% |