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 | $87,026 | $106,749-18.5% | $145,433-40.2% | $82,448+5.6% |
| Participation rate | 81.5% | 75.6%+5.8pp | 82.1%-0.6pp | 68.1%+13.4pp |
| Annual return | 11.96% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.7pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,484 | $6,519-31.2% | $7,897-43.2% | $4,139+8.3% |
| Admin fee / account holder | $11,023 | $8,390+31.4% | $13,129-16.0% | $7,234+52.4% |