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 | $56,914 | $52,836+7.7% | $105,738-46.2% | $64,186-11.3% |
| Participation rate | 75.7% | 66.5%+9.1pp | 76.3%-0.7pp | 69.6%+6.1pp |
| Annual return | -7.94% | 14.30%-22.2pp | 6.27%-14.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,381 | $1,827+30.3% | $3,268-27.2% | $2,3810% |
| Participant deferral / active EE | $4,209 | $2,545+65.4% | $4,080+3.2% | $3,470+21.3% |
| Admin fee / account holder | $6,330 | $3,959+59.9% | $6,913-8.4% | $4,888+29.5% |