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 | $42,667 | $39,122+9.1% | $57,179-25.4% | $62,891-32.2% |
| Participation rate | 73.2% | 70.5%+2.7pp | 75.3%-2.1pp | 69.3%+3.9pp |
| Annual return | -0.26% | 9.23%-9.5pp | 14.59%-14.8pp | 20.14%-20.4pp |
| Employer contribution / active EE | $1,023 | $1,874-45.4% | $2,682-61.8% | $2,281-55.1% |
| Participant deferral / active EE | $1,408 | $2,374-40.7% | $3,096-54.5% | $3,203-56.1% |
| Admin fee / account holder | $1,148 | $2,592-55.7% | $3,139-63.4% | $4,296-73.3% |