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 | $85,827 | $83,477+2.8% | $125,175-31.4% | $72,985+17.6% |
| Participation rate | 78.0% | 73.3%+4.7pp | 79.8%-1.8pp | 69.5%+8.5pp |
| Annual return | 11.90% | 25.78%-13.9pp | 43.79%-31.9pp | 81.00%-69.1pp |
| Employer contribution / active EE | $1,693 | $2,345-27.8% | $3,865-56.2% | $2,440-30.6% |
| Participant deferral / active EE | $4,182 | $3,585+16.7% | $4,937-15.3% | $3,607+15.9% |
| Admin fee / account holder | $27,833 | $5,517+404.5% | $9,702+186.9% | $5,124+443.2% |