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 | $64,573 | $72,277-10.7% | $101,248-36.2% | $79,858-19.1% |
| Participation rate | 73.5% | 68.5%+5.0pp | 75.8%-2.3pp | 69.6%+3.8pp |
| Annual return | 8.65% | 22.30%-13.6pp | 46.47%-37.8pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,662 | $2,692-38.2% | $3,660-54.6% | $2,471-32.7% |
| Participant deferral / active EE | $3,297 | $3,282+0.5% | $4,370-24.6% | $3,740-11.8% |
| Admin fee / account holder | $5,050 | $4,400+14.8% | $5,945-15.1% | $5,306-4.8% |