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 | $84,702 | $109,881-22.9% | $150,045-43.5% | $84,808-0.1% |
| Participation rate | 92.3% | 76.1%+16.2pp | 82.3%+10.0pp | 68.3%+24.0pp |
| Annual return | 10.23% | 28.25%-18.0pp | 62.55%-52.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,504 | $3,561-57.8% | $4,693-68.0% | $2,631-42.8% |
| Participant deferral / active EE | $4,573 | $6,636-31.1% | $7,997-42.8% | $4,212+8.6% |
| Admin fee / account holder | $28,457 | $8,568+232.1% | $13,435+111.8% | $7,344+287.5% |