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 | $78,370 | $148,978-47.4% | $200,582-60.9% | $84,808-7.6% |
| Participation rate | 92.0% | 84.2%+7.8pp | 86.9%+5.1pp | 68.3%+23.7pp |
| Annual return | 13.09% | 28.16%-15.1pp | 42.33%-29.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,110 | $4,815-56.2% | $6,419-67.1% | $2,631-19.8% |
| Participant deferral / active EE | $3,908 | $7,142-45.3% | $9,331-58.1% | $4,212-7.2% |
| Admin fee / account holder | $18,274 | $13,977+30.7% | $16,305+12.1% | $7,344+148.8% |