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 | $115,728 | $117,859-1.8% | $102,438+13.0% | $145,959-20.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 7.26% | 31.72%-24.5pp | 29.37%-22.1pp | 561.95%-554.7pp |
| Employer contribution / active EE | $2,950 | $3,615-18.4% | $3,024-2.5% | $4,661-36.7% |
| Participant deferral / active EE | $7,325 | $5,732+27.8% | $5,054+44.9% | $6,689+9.5% |
| Admin fee / account holder | $29,336 | $13,318+120.3% | $9,448+210.5% | $13,398+119.0% |