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 | $23,959 | $22,587+6.1% | $65,255-63.3% | $75,163-68.1% |
| Participation rate | 78.4% | 63.1%+15.3pp | 65.0%+13.4pp | 67.2%+11.2pp |
| Annual return | 15.83% | 71.03%-55.2pp | 47.35%-31.5pp | 160.62%-144.8pp |
| Employer contribution / active EE | $690 | $941-26.6% | $1,691-59.2% | $2,670-74.1% |
| Participant deferral / active EE | $2,183 | $1,695+28.8% | $2,831-22.9% | $4,125-47.1% |
| Admin fee / account holder | $1,519 | $1,876-19.0% | $4,112-63.1% | $5,651-73.1% |