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 | $115,699 | $80,717+43.3% | $154,803-25.3% | $84,808+36.4% |
| Participation rate | 73.5% | 66.8%+6.7pp | 78.1%-4.5pp | 68.3%+5.2pp |
| Annual return | 11.27% | 37.96%-26.7pp | 58.88%-47.6pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,938 | $2,761-29.8% | $4,305-55.0% | $2,631-26.3% |
| Participant deferral / active EE | $3,982 | $3,303+20.6% | $5,540-28.1% | $4,212-5.4% |
| Admin fee / account holder | $61,725 | $6,746+815.0% | $14,329+330.8% | $7,344+740.5% |