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 | $61,149 | $148,978-59.0% | $200,582-69.5% | $84,808-27.9% |
| Participation rate | 86.0% | 84.2%+1.8pp | 86.9%-0.8pp | 68.3%+17.7pp |
| Annual return | 12.26% | 28.16%-15.9pp | 42.33%-30.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,788 | $4,815-42.1% | $6,419-56.6% | $2,631+6.0% |
| Participant deferral / active EE | $4,943 | $7,142-30.8% | $9,331-47.0% | $4,212+17.4% |
| Admin fee / account holder | $8,677 | $13,977-37.9% | $16,305-46.8% | $7,344+18.2% |