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 | $98,248 | $95,803+2.6% | $113,168-13.2% | $84,808+15.8% |
| Participation rate | 90.3% | 72.9%+17.5pp | 76.6%+13.8pp | 68.3%+22.0pp |
| Annual return | 9.72% | 25.00%-15.3pp | 24.27%-14.5pp | 40.90%-31.2pp |
| Employer contribution / active EE | $2,799 | $2,360+18.6% | $2,975-5.9% | $2,631+6.4% |
| Participant deferral / active EE | $4,438 | $4,242+4.6% | $5,107-13.1% | $4,212+5.4% |
| Admin fee / account holder | $33,578 | $8,989+273.6% | $12,068+178.2% | $7,344+357.2% |