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 | $57,282 | $49,138+16.6% | $84,015-31.8% | $65,185-12.1% |
| Participation rate | 70.5% | 60.7%+9.7pp | 69.0%+1.5pp | 70.2%+0.3pp |
| Annual return | 16.78% | 23.00%-6.2pp | 71.31%-54.5pp | 29.38%-12.6pp |
| Employer contribution / active EE | $1,211 | $914+32.5% | $1,983-38.9% | $2,177-44.4% |
| Participant deferral / active EE | $2,800 | $2,397+16.8% | $3,239-13.5% | $3,514-20.3% |
| Admin fee / account holder | $645 | $543+18.8% | $6,101-89.4% | $847-23.8% |