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 | $82,644 | $91,760-9.9% | $156,181-47.1% | $67,986+21.6% |
| Participation rate | 76.7% | 65.0%+11.7pp | 78.8%-2.1pp | 57.2%+19.5pp |
| Annual return | 11.03% | 18.14%-7.1pp | 64.87%-53.8pp | 31.67%-20.6pp |
| Employer contribution / active EE | $1,452 | $2,419-40.0% | $4,294-66.2% | $2,019-28.1% |
| Participant deferral / active EE | $3,149 | $3,960-20.5% | $6,132-48.6% | $3,358-6.2% |
| Admin fee / account holder | $4,395 | $3,949+11.3% | $14,586-69.9% | $3,203+37.2% |