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 | $73,400 | $72,277+1.6% | $101,248-27.5% | $79,858-8.1% |
| Participation rate | 93.0% | 68.5%+24.6pp | 75.8%+17.2pp | 69.6%+23.4pp |
| Annual return | 10.41% | 22.30%-11.9pp | 46.47%-36.1pp | 31.71%-21.3pp |
| Employer contribution / active EE | $837 | $2,692-68.9% | $3,660-77.1% | $2,471-66.1% |
| Participant deferral / active EE | $5,107 | $3,282+55.6% | $4,370+16.9% | $3,740+36.5% |
| Admin fee / account holder | $19,248 | $4,400+337.4% | $5,945+223.7% | $5,306+262.7% |