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 | $174,353 | $81,248+114.6% | $155,509+12.1% | $80,856+115.6% |
| Participation rate | 75.7% | 66.2%+9.4pp | 78.2%-2.5pp | 67.6%+8.0pp |
| Annual return | 9.54% | 33.31%-23.8pp | 64.67%-55.1pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,059 | $3,100-33.6% | $4,672-55.9% | $2,755-25.3% |
| Participant deferral / active EE | $4,043 | $3,452+17.1% | $5,626-28.1% | $4,296-5.9% |
| Admin fee / account holder | $12,615 | $7,997+57.7% | $15,912-20.7% | $6,918+82.4% |