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 | $63,455 | $58,577+8.3% | $83,333-23.9% | $64,186-1.1% |
| Participation rate | 87.5% | 72.0%+15.5pp | 77.8%+9.7pp | 69.6%+17.9pp |
| Annual return | -10.79% | 9.65%-20.4pp | 10.63%-21.4pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,125 | $2,098-46.4% | $3,379-66.7% | $2,381-52.8% |
| Participant deferral / active EE | $11,360 | $4,654+144.1% | $5,565+104.1% | $3,470+227.4% |
| Admin fee / account holder | $3,431 | $9,275-63.0% | $7,510-54.3% | $4,888-29.8% |