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 | $89,202 | $86,929+2.6% | $102,423-12.9% | $80,856+10.3% |
| Participation rate | 76.0% | 72.4%+3.6pp | 76.5%-0.5pp | 67.6%+8.4pp |
| Annual return | 9.33% | 18.88%-9.6pp | 29.32%-20.0pp | 35.59%-26.3pp |
| Employer contribution / active EE | $1,595 | $2,369-32.7% | $3,023-47.2% | $2,755-42.1% |
| Participant deferral / active EE | $3,653 | $4,118-11.3% | $5,053-27.7% | $4,296-15.0% |
| Admin fee / account holder | $16,283 | $8,049+102.3% | $9,451+72.3% | $6,918+135.4% |