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 | $85,537 | $109,413-21.8% | $156,263-45.3% | $84,808+0.9% |
| Participation rate | 91.9% | 72.7%+19.2pp | 78.9%+13.0pp | 68.3%+23.6pp |
| Annual return | 7.60% | 20.18%-12.6pp | 59.47%-51.9pp | 40.90%-33.3pp |
| Employer contribution / active EE | $3,716 | $2,907+27.8% | $4,333-14.2% | $2,631+41.2% |
| Participant deferral / active EE | $2,163 | $4,590-52.9% | $6,158-64.9% | $4,212-48.6% |
| Admin fee / account holder | $9,279 | $9,357-0.8% | $14,255-34.9% | $7,344+26.4% |