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 | $146,212 | $123,793+18.1% | $177,821-17.8% | $79,858+83.1% |
| Participation rate | 86.0% | 84.7%+1.3pp | 87.7%-1.8pp | 69.6%+16.3pp |
| Annual return | 7.87% | 22.82%-15.0pp | 48.32%-40.5pp | 31.71%-23.8pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,021 | $5,956+1.1% | $7,714-21.9% | $3,740+61.0% |
| Admin fee / account holder | $22,436 | $7,243+209.8% | $12,427+80.5% | $5,306+322.8% |