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 | $126,501 | $123,793+2.2% | $177,821-28.9% | $79,858+58.4% |
| Participation rate | 79.1% | 84.7%-5.6pp | 87.7%-8.7pp | 69.6%+9.4pp |
| Annual return | 3.39% | 22.82%-19.4pp | 48.32%-44.9pp | 31.71%-28.3pp |
| Employer contribution / active EE | $2,343 | $4,095-42.8% | $5,918-60.4% | $2,471-5.2% |
| Participant deferral / active EE | $5,522 | $5,956-7.3% | $7,714-28.4% | $3,740+47.6% |
| Admin fee / account holder | $19,698 | $7,243+172.0% | $12,427+58.5% | $5,306+271.2% |