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 | $83,141 | $72,277+15.0% | $101,248-17.9% | $79,858+4.1% |
| Participation rate | 75.9% | 68.5%+7.4pp | 75.8%+0.1pp | 69.6%+6.2pp |
| Annual return | 8.16% | 22.30%-14.1pp | 46.47%-38.3pp | 31.71%-23.6pp |
| Employer contribution / active EE | $5,493 | $2,692+104.1% | $3,660+50.1% | $2,471+122.3% |
| Participant deferral / active EE | $4,289 | $3,282+30.7% | $4,370-1.8% | $3,740+14.7% |
| Admin fee / account holder | $11,950 | $4,400+171.6% | $5,945+101.0% | $5,306+125.2% |