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 | $57,303 | $91,190-37.2% | $178,490-67.9% | $79,858-28.2% |
| Participation rate | 80.0% | 69.2%+10.8pp | 81.9%-1.9pp | 69.6%+10.4pp |
| Annual return | 9.96% | 24.19%-14.2pp | 151.07%-141.1pp | 31.71%-21.8pp |
| Employer contribution / active EE | $1,077 | $3,256-66.9% | $5,011-78.5% | $2,471-56.4% |
| Participant deferral / active EE | $3,013 | $3,236-6.9% | $5,202-42.1% | $3,740-19.4% |
| Admin fee / account holder | $11,181 | $6,751+65.6% | $13,984-20.0% | $5,306+110.7% |