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 | $52,023 | $177,572-70.7% | $154,803-66.4% | $142,382-63.5% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 4.70% | 65.07%-60.4pp | 58.88%-54.2pp | 217.08%-212.4pp |
| Employer contribution / active EE | $2,458 | $4,810-48.9% | $4,305-42.9% | $4,299-42.8% |
| Participant deferral / active EE | $8,581 | $6,272+36.8% | $5,540+54.9% | $6,507+31.9% |
| Admin fee / account holder | $20,180 | $16,786+20.2% | $14,329+40.8% | $12,624+59.9% |