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 | $90,817 | $86,929+4.5% | $102,423-11.3% | $80,856+12.3% |
| Participation rate | 83.6% | 72.4%+11.2pp | 76.5%+7.1pp | 67.6%+15.9pp |
| Annual return | 9.69% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,084 | $2,369-54.2% | $3,023-64.1% | $2,755-60.6% |
| Participant deferral / active EE | $4,402 | $4,118+6.9% | $5,053-12.9% | $4,296+2.5% |
| Admin fee / account holder | $6,984 | $8,049-13.2% | $9,451-26.1% | $6,918+0.9% |