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 | $60,283 | $56,897+6.0% | $84,750-28.9% | $62,891-4.1% |
| Participation rate | 81.1% | 68.5%+12.6pp | 76.6%+4.5pp | 69.3%+11.8pp |
| Annual return | 3.55% | 6.30%-2.8pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $1,626 | $2,400-32.3% | $3,574-54.5% | $2,281-28.7% |
| Participant deferral / active EE | $3,607 | $2,709+33.1% | $3,712-2.8% | $3,203+12.6% |
| Admin fee / account holder | $699 | $3,581-80.5% | $5,332-86.9% | $4,296-83.7% |