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 | $64,590 | $101,724-36.5% | $164,813-60.8% | $80,856-20.1% |
| Participation rate | 75.0% | 71.8%+3.2pp | 78.6%-3.6pp | 67.6%+7.4pp |
| Annual return | 10.00% | 16.72%-6.7pp | 69.93%-59.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,406 | $2,953-52.4% | $4,341-67.6% | $2,755-49.0% |
| Participant deferral / active EE | $3,604 | $4,477-19.5% | $6,031-40.3% | $4,296-16.1% |
| Admin fee / account holder | $5,418 | $8,227-34.1% | $12,690-57.3% | $6,918-21.7% |