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 | $90,675 | $100,923-10.2% | $150,045-39.6% | $74,304+22.0% |
| Participation rate | 75.0% | 70.1%+4.9pp | 82.3%-7.3pp | 60.3%+14.7pp |
| Annual return | 13.43% | 51.77%-38.3pp | 62.55%-49.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $1,809 | $3,463-47.8% | $4,693-61.5% | $2,241-19.3% |
| Participant deferral / active EE | $4,094 | $6,709-39.0% | $7,997-48.8% | $3,767+8.7% |
| Admin fee / account holder | $11,397 | $2,767+311.9% | $13,435-15.2% | $2,969+283.9% |