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 | $54,730 | $86,929-37.0% | $102,423-46.6% | $80,856-32.3% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 8.03% | 18.88%-10.8pp | 29.32%-21.3pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,113 | $2,369-10.8% | $3,023-30.1% | $2,755-23.3% |
| Participant deferral / active EE | $3,404 | $4,118-17.3% | $5,053-32.6% | $4,296-20.8% |
| Admin fee / account holder | $12,304 | $8,049+52.9% | $9,451+30.2% | $6,918+77.9% |