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 | $70,611 | $123,793-43.0% | $177,821-60.3% | $79,858-11.6% |
| Participation rate | 74.3% | 84.7%-10.4pp | 87.7%-13.4pp | 69.6%+4.7pp |
| Annual return | 9.24% | 22.82%-13.6pp | 48.32%-39.1pp | 31.71%-22.5pp |
| Employer contribution / active EE | $1,529 | $4,095-62.7% | $5,918-74.2% | $2,471-38.1% |
| Participant deferral / active EE | $3,811 | $5,956-36.0% | $7,714-50.6% | $3,740+1.9% |
| Admin fee / account holder | $12,419 | $7,243+71.5% | $12,427-0.1% | $5,306+134.0% |