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 | $63,346 | $81,248-22.0% | $155,509-59.3% | $80,856-21.7% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.6%+5.7pp |
| Annual return | 9.56% | 33.31%-23.7pp | 64.67%-55.1pp | 35.59%-26.0pp |
| Employer contribution / active EE | $2,446 | $3,100-21.1% | $4,672-47.7% | $2,755-11.2% |
| Participant deferral / active EE | $4,076 | $3,452+18.1% | $5,626-27.5% | $4,296-5.1% |
| Admin fee / account holder | $2,769 | $7,997-65.4% | $15,912-82.6% | $6,918-60.0% |