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 | $84,894 | $71,516+18.7% | $98,439-13.8% | $71,457+18.8% |
| Participation rate | 70.4% | 72.7%-2.3pp | 75.2%-4.8pp | 67.9%+2.4pp |
| Annual return | 13.25% | 32.41%-19.2pp | 21.16%-7.9pp | 28.85%-15.6pp |
| Employer contribution / active EE | $1,130 | $2,399-52.9% | $3,048-62.9% | $2,588-56.3% |
| Participant deferral / active EE | $3,763 | $4,109-8.4% | $4,738-20.6% | $4,289-12.3% |
| Admin fee / account holder | $8,147 | $1,675+386.5% | $8,948-8.9% | $1,587+413.3% |