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 | $103,654 | $83,477+24.2% | $125,175-17.2% | $72,985+42.0% |
| Participation rate | 81.0% | 73.3%+7.7pp | 79.8%+1.3pp | 69.5%+11.5pp |
| Annual return | 16.12% | 25.78%-9.7pp | 43.79%-27.7pp | 81.00%-64.9pp |
| Employer contribution / active EE | $1,313 | $2,345-44.0% | $3,865-66.0% | $2,440-46.2% |
| Participant deferral / active EE | $3,135 | $3,585-12.6% | $4,937-36.5% | $3,607-13.1% |
| Admin fee / account holder | $19,487 | $5,517+253.2% | $9,702+100.9% | $5,124+280.3% |