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 | $71,548 | $76,552-6.5% | $123,892-42.3% | $62,891+13.8% |
| Participation rate | 92.2% | 73.0%+19.2pp | 81.4%+10.8pp | 69.3%+22.9pp |
| Annual return | 4.61% | 18.68%-14.1pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $1,034 | $2,883-64.1% | $4,617-77.6% | $2,281-54.7% |
| Participant deferral / active EE | $4,773 | $4,840-1.4% | $5,984-20.2% | $3,203+49.0% |
| Admin fee / account holder | $5,984 | $4,826+24.0% | $8,357-28.4% | $4,296+39.3% |