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 | $90,936 | $86,929+4.6% | $102,423-11.2% | $80,856+12.5% |
| Participation rate | 78.1% | 72.4%+5.7pp | 76.5%+1.6pp | 67.6%+10.5pp |
| Annual return | 10.19% | 18.88%-8.7pp | 29.32%-19.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $2,766 | $2,369+16.8% | $3,023-8.5% | $2,755+0.4% |
| Participant deferral / active EE | $5,440 | $4,118+32.1% | $5,053+7.7% | $4,296+26.6% |
| Admin fee / account holder | $30,096 | $8,049+273.9% | $9,451+218.5% | $6,918+335.0% |