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 | $50,381 | $46,553+8.2% | $64,056-21.3% | $75,163-33.0% |
| Participation rate | 97.1% | 65.9%+31.1pp | 72.3%+24.8pp | 67.2%+29.9pp |
| Annual return | 7.60% | 26.03%-18.4pp | 33.69%-26.1pp | 160.62%-153.0pp |
| Employer contribution / active EE | $1,471 | $1,974-25.5% | $2,747-46.5% | $2,670-44.9% |
| Participant deferral / active EE | $2,265 | $2,837-20.2% | $3,880-41.6% | $4,125-45.1% |
| Admin fee / account holder | $25,425 | $2,952+761.3% | $3,068+728.7% | $5,651+349.9% |