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 | $205,484 | $86,929+136.4% | $102,423+100.6% | $80,856+154.1% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 9.40% | 18.88%-9.5pp | 29.32%-19.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,562 | $2,369-34.1% | $3,023-48.3% | $2,755-43.3% |
| Participant deferral / active EE | $6,265 | $4,118+52.1% | $5,053+24.0% | $4,296+45.8% |
| Admin fee / account holder | $31,849 | $8,049+295.7% | $9,451+237.0% | $6,918+360.4% |