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 4-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 | $91,524 | $109,413-16.3% | $156,263-41.4% | $84,808+7.9% |
| Participation rate | 82.8% | 72.7%+10.1pp | 78.9%+3.9pp | 68.3%+14.4pp |
| Annual return | 10.99% | 20.18%-9.2pp | 59.47%-48.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $3,701 | $2,907+27.3% | $4,333-14.6% | $2,631+40.7% |
| Participant deferral / active EE | $6,005 | $4,590+30.8% | $6,158-2.5% | $4,212+42.6% |
| Admin fee / account holder | $6,663 | $9,357-28.8% | $14,255-53.3% | $7,344-9.3% |