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 | $61,294 | $80,717-24.1% | $154,803-60.4% | $84,808-27.7% |
| Participation rate | 95.2% | 66.8%+28.4pp | 78.1%+17.2pp | 68.3%+26.9pp |
| Annual return | 6.73% | 37.96%-31.2pp | 58.88%-52.2pp | 40.90%-34.2pp |
| Employer contribution / active EE | $5,924 | $2,761+114.5% | $4,305+37.6% | $2,631+125.2% |
| Participant deferral / active EE | $12,021 | $3,303+263.9% | $5,540+117.0% | $4,212+185.4% |
| Admin fee / account holder | $3,654 | $6,746-45.8% | $14,329-74.5% | $7,344-50.2% |