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 | $84,950 | $86,929-2.3% | $102,423-17.1% | $80,856+5.1% |
| Participation rate | 86.8% | 72.4%+14.5pp | 76.5%+10.4pp | 67.6%+19.2pp |
| Annual return | 9.04% | 18.88%-9.8pp | 29.32%-20.3pp | 35.59%-26.6pp |
| Employer contribution / active EE | $3,576 | $2,369+50.9% | $3,023+18.3% | $2,755+29.8% |
| Participant deferral / active EE | $2,917 | $4,118-29.2% | $5,053-42.3% | $4,296-32.1% |
| Admin fee / account holder | $45,697 | $8,049+467.7% | $9,451+383.5% | $6,918+560.6% |