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 | $93,054 | $87,870+5.9% | $113,168-17.8% | $74,304+25.2% |
| Participation rate | 80.7% | 70.7%+10.0pp | 76.6%+4.2pp | 60.3%+20.4pp |
| Annual return | 11.37% | 26.44%-15.1pp | 24.27%-12.9pp | 29.43%-18.1pp |
| Employer contribution / active EE | $3,290 | $2,277+44.5% | $2,975+10.6% | $2,241+46.8% |
| Participant deferral / active EE | $4,803 | $4,241+13.3% | $5,107-5.9% | $3,767+27.5% |
| Admin fee / account holder | $2,438 | $3,368-27.6% | $12,068-79.8% | $2,969-17.9% |