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 3-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 | $86,978 | $80,968+7.4% | $96,544-9.9% | $75,163+15.7% |
| Participation rate | 94.9% | 71.8%+23.1pp | 76.0%+19.0pp | 67.2%+27.7pp |
| Annual return | 12.33% | 27.06%-14.7pp | 25.84%-13.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,600 | $2,282-29.9% | $2,965-46.1% | $2,670-40.1% |
| Participant deferral / active EE | $5,168 | $3,928+31.6% | $4,851+6.5% | $4,125+25.3% |
| Admin fee / account holder | $9,699 | $6,724+44.2% | $8,252+17.5% | $5,651+71.6% |