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 | $59,783 | $46,553+28.4% | $64,056-6.7% | $75,163-20.5% |
| Participation rate | 77.8% | 65.9%+11.8pp | 72.3%+5.5pp | 67.2%+10.6pp |
| Annual return | 9.69% | 26.03%-16.3pp | 33.69%-24.0pp | 160.62%-150.9pp |
| Employer contribution / active EE | $695 | $1,974-64.8% | $2,747-74.7% | $2,670-74.0% |
| Participant deferral / active EE | $774 | $2,837-72.7% | $3,880-80.1% | $4,125-81.2% |
| Admin fee / account holder | $1,147 | $2,952-61.1% | $3,068-62.6% | $5,651-79.7% |