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 | $87,683 | $66,402+32.0% | $109,895-20.2% | $85,850+2.1% |
| Participation rate | 86.7% | 63.9%+22.8pp | 74.2%+12.4pp | 69.3%+17.4pp |
| Annual return | 8.46% | 19.59%-11.1pp | 29.45%-21.0pp | 318.53%-310.1pp |
| Employer contribution / active EE | $1,243 | $1,687-26.3% | $2,842-56.3% | $2,565-51.5% |
| Participant deferral / active EE | $1,747 | $2,842-38.5% | $4,048-56.8% | $3,952-55.8% |
| Admin fee / account holder | $6,621 | $4,557+45.3% | $6,066+9.2% | $6,260+5.8% |