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 | $98,573 | $72,277+36.4% | $101,248-2.6% | $79,858+23.4% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 10.24% | 22.30%-12.1pp | 46.47%-36.2pp | 31.71%-21.5pp |
| Employer contribution / active EE | $3,704 | $2,692+37.6% | $3,660+1.2% | $2,471+49.9% |
| Participant deferral / active EE | $1,992 | $3,282-39.3% | $4,370-54.4% | $3,740-46.7% |
| Admin fee / account holder | $3,278 | $4,400-25.5% | $5,945-44.9% | $5,306-38.2% |