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 | $72,930 | $63,299+15.2% | $91,001-19.9% | $62,292+17.1% |
| Participation rate | 75.2% | 73.3%+1.9pp | 75.6%-0.4pp | 69.5%+5.7pp |
| Annual return | 12.86% | 20.99%-8.1pp | 4.60%+8.3pp | 28.90%-16.0pp |
| Employer contribution / active EE | $898 | $1,807-50.3% | $2,456-63.4% | $2,042-56.1% |
| Participant deferral / active EE | $2,964 | $2,943+0.7% | $3,547-16.4% | $3,169-6.5% |
| Admin fee / account holder | $6,107 | $468+1206.0% | $5,417+12.7% | $479+1174.1% |