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 | $130,017 | $127,065+2.3% | $113,168+14.9% | $142,382-8.7% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 9.46% | 24.03%-14.6pp | 24.27%-14.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $2,640 | $3,442-23.3% | $2,975-11.3% | $4,299-38.6% |
| Participant deferral / active EE | $4,105 | $5,716-28.2% | $5,107-19.6% | $6,507-36.9% |
| Admin fee / account holder | $3,064 | $15,736-80.5% | $12,068-74.6% | $12,624-75.7% |