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 | $55,245 | $77,899-29.1% | $149,673-63.1% | $75,163-26.5% |
| Participation rate | 75.6% | 65.6%+10.0pp | 78.8%-3.2pp | 67.2%+8.4pp |
| Annual return | 11.66% | 31.72%-20.1pp | 134.42%-122.8pp | 160.62%-149.0pp |
| Employer contribution / active EE | $1,189 | $3,137-62.1% | $4,818-75.3% | $2,670-55.5% |
| Participant deferral / active EE | $3,442 | $3,411+0.9% | $5,680-39.4% | $4,125-16.6% |
| Admin fee / account holder | $10,456 | $5,956+75.5% | $13,210-20.8% | $5,651+85.0% |