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 | $74,028 | $67,411+9.8% | $91,001-18.7% | $70,131+5.6% |
| Participation rate | 75.0% | 71.4%+3.6pp | 75.6%-0.6pp | 69.5%+5.5pp |
| Annual return | 11.88% | -40.16%+52.0pp | 4.60%+7.3pp | 73.14%-61.3pp |
| Employer contribution / active EE | $698 | $1,786-60.9% | $2,456-71.6% | $2,342-70.2% |
| Participant deferral / active EE | $1,619 | $2,823-42.6% | $3,547-54.4% | $3,332-51.4% |
| Admin fee / account holder | $4,508 | $4,236+6.4% | $5,417-16.8% | $4,645-3.0% |