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 | $100,012 | $89,753+11.4% | $107,525-7.0% | $84,808+17.9% |
| Participation rate | 74.1% | 68.1%+6.0pp | 75.1%-1.0pp | 68.3%+5.8pp |
| Annual return | 6.71% | 29.48%-22.8pp | 181.32%-174.6pp | 40.90%-34.2pp |
| Employer contribution / active EE | $1,219 | $3,113-60.8% | $3,754-67.5% | $2,631-53.7% |
| Participant deferral / active EE | $2,688 | $4,056-33.7% | $5,116-47.5% | $4,212-36.2% |
| Admin fee / account holder | $31,005 | $7,222+329.3% | $8,919+247.6% | $7,344+322.2% |