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 | $46,761 | $46,553+0.4% | $64,056-27.0% | $75,163-37.8% |
| Participation rate | 89.8% | 65.9%+23.9pp | 72.3%+17.5pp | 67.2%+22.6pp |
| Annual return | 6.43% | 26.03%-19.6pp | 33.69%-27.3pp | 160.62%-154.2pp |
| Employer contribution / active EE | $1,505 | $1,974-23.7% | $2,747-45.2% | $2,670-43.6% |
| Participant deferral / active EE | $4,520 | $2,837+59.3% | $3,880+16.5% | $4,125+9.6% |
| Admin fee / account holder | $3,618 | $2,952+22.6% | $3,068+17.9% | $5,651-36.0% |