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 | $79,988 | $86,929-8.0% | $102,423-21.9% | $80,856-1.1% |
| Participation rate | 97.2% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.6pp |
| Annual return | 9.00% | 18.88%-9.9pp | 29.32%-20.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $2,595 | $2,369+9.5% | $3,023-14.2% | $2,755-5.8% |
| Participant deferral / active EE | $3,954 | $4,118-4.0% | $5,053-21.7% | $4,296-8.0% |
| Admin fee / account holder | $6,152 | $8,049-23.6% | $9,451-34.9% | $6,918-11.1% |