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 | $81,814 | $80,717+1.4% | $154,803-47.1% | $84,808-3.5% |
| Participation rate | 90.0% | 66.8%+23.2pp | 78.1%+11.9pp | 68.3%+21.7pp |
| Annual return | 11.05% | 37.96%-26.9pp | 58.88%-47.8pp | 40.90%-29.8pp |
| Employer contribution / active EE | $1,789 | $2,761-35.2% | $4,305-58.4% | $2,631-32.0% |
| Participant deferral / active EE | $7,684 | $3,303+132.6% | $5,540+38.7% | $4,212+82.5% |
| Admin fee / account holder | $14,203 | $6,746+110.6% | $14,329-0.9% | $7,344+93.4% |