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 | $106,024 | $86,929+22.0% | $102,423+3.5% | $80,856+31.1% |
| Participation rate | 80.3% | 72.4%+7.9pp | 76.5%+3.8pp | 67.6%+12.6pp |
| Annual return | 10.09% | 18.88%-8.8pp | 29.32%-19.2pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,078 | $2,369-54.5% | $3,023-64.3% | $2,755-60.9% |
| Participant deferral / active EE | $4,554 | $4,118+10.6% | $5,053-9.9% | $4,296+6.0% |
| Admin fee / account holder | $5,376 | $8,049-33.2% | $9,451-43.1% | $6,918-22.3% |