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 | $67,575 | $76,552-11.7% | $123,892-45.5% | $62,891+7.4% |
| Participation rate | 85.2% | 73.0%+12.2pp | 81.4%+3.8pp | 69.3%+15.9pp |
| Annual return | 4.51% | 18.68%-14.2pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $2,232 | $2,883-22.6% | $4,617-51.7% | $2,281-2.2% |
| Participant deferral / active EE | $5,463 | $4,840+12.9% | $5,984-8.7% | $3,203+70.6% |
| Admin fee / account holder | $13,498 | $4,826+179.7% | $8,357+61.5% | $4,296+214.2% |