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 | $120,216 | $81,248+48.0% | $155,509-22.7% | $80,856+48.7% |
| Participation rate | 86.2% | 66.2%+20.0pp | 78.2%+8.0pp | 67.6%+18.6pp |
| Annual return | 8.83% | 33.31%-24.5pp | 64.67%-55.8pp | 35.59%-26.8pp |
| Employer contribution / active EE | $2,006 | $3,100-35.3% | $4,672-57.1% | $2,755-27.2% |
| Participant deferral / active EE | $3,877 | $3,452+12.3% | $5,626-31.1% | $4,296-9.7% |
| Admin fee / account holder | $16,725 | $7,997+109.1% | $15,912+5.1% | $6,918+141.8% |