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 8-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 | $92,126 | $89,753+2.6% | $107,525-14.3% | $84,808+8.6% |
| Participation rate | 72.0% | 68.1%+3.9pp | 75.1%-3.1pp | 68.3%+3.7pp |
| Annual return | 11.86% | 29.48%-17.6pp | 181.32%-169.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,416 | $3,113-54.5% | $3,754-62.3% | $2,631-46.2% |
| Participant deferral / active EE | $4,501 | $4,056+11.0% | $5,116-12.0% | $4,212+6.9% |
| Admin fee / account holder | $14,781 | $7,222+104.7% | $8,919+65.7% | $7,344+101.3% |