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 | $79,498 | $76,552+3.8% | $123,892-35.8% | $62,891+26.4% |
| Participation rate | 84.4% | 73.0%+11.4pp | 81.4%+3.0pp | 69.3%+15.1pp |
| Annual return | 1.49% | 18.68%-17.2pp | 47.52%-46.0pp | 20.14%-18.7pp |
| Employer contribution / active EE | $1,961 | $2,883-32.0% | $4,617-57.5% | $2,281-14.0% |
| Participant deferral / active EE | $7,618 | $4,840+57.4% | $5,984+27.3% | $3,203+137.8% |
| Admin fee / account holder | $16,484 | $4,826+241.6% | $8,357+97.3% | $4,296+283.8% |