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 | $92,592 | $80,717+14.7% | $154,803-40.2% | $84,808+9.2% |
| Participation rate | 74.4% | 66.8%+7.6pp | 78.1%-3.7pp | 68.3%+6.1pp |
| Annual return | 10.02% | 37.96%-27.9pp | 58.88%-48.9pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,072 | $2,761-61.2% | $4,305-75.1% | $2,631-59.2% |
| Participant deferral / active EE | $2,268 | $3,303-31.3% | $5,540-59.1% | $4,212-46.1% |
| Admin fee / account holder | $514 | $6,746-92.4% | $14,329-96.4% | $7,344-93.0% |