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 | $75,521 | $86,922-13.1% | $102,438-26.3% | $80,874-6.6% |
| Participation rate | 70.8% | 72.4%-1.5pp | 76.5%-5.7pp | 67.6%+3.2pp |
| Annual return | 9.55% | 18.90%-9.3pp | 29.37%-19.8pp | 35.62%-26.1pp |
| Employer contribution / active EE | $1,589 | $2,369-32.9% | $3,024-47.4% | $2,756-42.3% |
| Participant deferral / active EE | $2,193 | $4,119-46.8% | $5,054-56.6% | $4,297-49.0% |
| Admin fee / account holder | $5,055 | $8,050-37.2% | $9,448-46.5% | $6,935-27.1% |