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 | $80,440 | $64,480+24.8% | $81,382-1.2% | $80,856-0.5% |
| Participation rate | 74.4% | 63.9%+10.5pp | 69.5%+4.9pp | 67.6%+6.8pp |
| Annual return | 9.40% | 16.34%-6.9pp | 24.73%-15.3pp | 35.59%-26.2pp |
| Employer contribution / active EE | $3,467 | $1,978+75.3% | $2,463+40.8% | $2,755+25.9% |
| Participant deferral / active EE | $3,467 | $3,094+12.1% | $3,883-10.7% | $4,296-19.3% |
| Admin fee / account holder | $4,632 | $5,671-18.3% | $5,768-19.7% | $6,918-33.0% |