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 | $134,121 | $89,753+49.4% | $107,525+24.7% | $84,808+58.1% |
| Participation rate | 84.6% | 68.1%+16.6pp | 75.1%+9.5pp | 68.3%+16.3pp |
| Annual return | 10.21% | 29.48%-19.3pp | 181.32%-171.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $3,024 | $3,113-2.9% | $3,754-19.4% | $2,631+14.9% |
| Participant deferral / active EE | $2,273 | $4,056-44.0% | $5,116-55.6% | $4,212-46.0% |
| Admin fee / account holder | $4,629 | $7,222-35.9% | $8,919-48.1% | $7,344-37.0% |