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 | $74,380 | $72,492+2.6% | $87,100-14.6% | $72,985+1.9% |
| Participation rate | 92.3% | 72.8%+19.5pp | 76.9%+15.4pp | 69.5%+22.8pp |
| Annual return | 4.25% | 24.46%-20.2pp | 28.19%-23.9pp | 81.00%-76.8pp |
| Employer contribution / active EE | $1,698 | $1,894-10.4% | $2,521-32.7% | $2,440-30.4% |
| Participant deferral / active EE | $4,308 | $3,270+31.8% | $4,049+6.4% | $3,607+19.4% |
| Admin fee / account holder | $3,928 | $5,055-22.3% | $7,497-47.6% | $5,124-23.3% |