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 | $92,370 | $56,053+64.8% | $75,972+21.6% | $80,856+14.2% |
| Participation rate | 74.2% | 62.0%+12.2pp | 69.1%+5.1pp | 67.6%+6.6pp |
| Annual return | 7.50% | 20.53%-13.0pp | 359.55%-352.1pp | 35.59%-28.1pp |
| Employer contribution / active EE | $559 | $1,874-70.2% | $2,685-79.2% | $2,755-79.7% |
| Participant deferral / active EE | $4,024 | $3,052+31.9% | $4,255-5.4% | $4,296-6.3% |
| Admin fee / account holder | $23,754 | $5,234+353.9% | $6,467+267.3% | $6,918+243.4% |