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 | $82,422 | $87,013-5.3% | $106,213-22.4% | $80,856+1.9% |
| Participation rate | 96.3% | 70.4%+25.9pp | 75.3%+21.0pp | 67.6%+28.7pp |
| Annual return | 9.41% | 17.05%-7.6pp | 116.14%-106.7pp | 35.59%-26.2pp |
| Employer contribution / active EE | $3,101 | $2,395+29.4% | $3,171-2.2% | $2,755+12.5% |
| Participant deferral / active EE | $6,179 | $3,986+55.0% | $5,016+23.2% | $4,296+43.8% |
| Admin fee / account holder | $1,652 | $8,431-80.4% | $11,033-85.0% | $6,918-76.1% |