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 | $121,253 | $109,881+10.3% | $150,045-19.2% | $84,808+43.0% |
| Participation rate | 71.4% | 76.1%-4.7pp | 82.3%-10.9pp | 68.3%+3.1pp |
| Annual return | 12.89% | 28.25%-15.4pp | 62.55%-49.7pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,135 | $3,561-40.1% | $4,693-54.5% | $2,631-18.9% |
| Participant deferral / active EE | $6,349 | $6,636-4.3% | $7,997-20.6% | $4,212+50.7% |
| Admin fee / account holder | $60,904 | $8,568+610.8% | $13,435+353.3% | $7,344+729.3% |