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 | $90,787 | $88,672+2.4% | $105,223-13.7% | $82,448+10.1% |
| Participation rate | 98.3% | 67.9%+30.4pp | 75.0%+23.2pp | 68.1%+30.2pp |
| Annual return | 12.25% | 30.86%-18.6pp | 180.65%-168.4pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,385 | $3,048-54.6% | $3,689-62.5% | $2,551-45.7% |
| Participant deferral / active EE | $4,229 | $4,036+4.8% | $5,072-16.6% | $4,139+2.2% |
| Admin fee / account holder | $10,911 | $7,146+52.7% | $8,859+23.2% | $7,234+50.8% |