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 | $88,021 | $60,349+45.9% | $74,183+18.7% | $62,891+40.0% |
| Participation rate | 94.4% | 72.7%+21.7pp | 76.6%+17.8pp | 69.3%+25.1pp |
| Annual return | -4.24% | 21.37%-25.6pp | 17.74%-22.0pp | 20.14%-24.4pp |
| Employer contribution / active EE | $1,173 | $1,680-30.2% | $2,370-50.5% | $2,281-48.6% |
| Participant deferral / active EE | $3,307 | $2,856+15.8% | $3,550-6.8% | $3,203+3.2% |
| Admin fee / account holder | $4,916 | $4,261+15.4% | $5,586-12.0% | $4,296+14.4% |