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 | $85,162 | $93,170-8.6% | $100,534-15.3% | $84,808+0.4% |
| Participation rate | 88.5% | 75.8%+12.7pp | 80.6%+7.9pp | 68.3%+20.2pp |
| Annual return | 12.16% | 47.13%-35.0pp | 32.66%-20.5pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,795 | $3,985-29.8% | $4,346-35.7% | $2,631+6.2% |
| Participant deferral / active EE | $3,739 | $5,699-34.4% | $6,144-39.1% | $4,212-11.2% |
| Admin fee / account holder | $7,436 | $7,382+0.7% | $7,654-2.8% | $7,344+1.3% |