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 | $82,933 | $94,625-12.4% | $116,228-28.6% | $84,808-2.2% |
| Participation rate | 74.5% | 70.4%+4.0pp | 74.6%-0.1pp | 68.3%+6.2pp |
| Annual return | 8.70% | 20.40%-11.7pp | 90.06%-81.4pp | 40.90%-32.2pp |
| Employer contribution / active EE | $1,695 | $2,347-27.8% | $2,994-43.4% | $2,631-35.6% |
| Participant deferral / active EE | $2,334 | $3,972-41.2% | $4,953-52.9% | $4,212-44.6% |
| Admin fee / account holder | $8,942 | $10,091-11.4% | $11,989-25.4% | $7,344+21.8% |