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 | $91,050 | $77,899+16.9% | $149,673-39.2% | $75,163+21.1% |
| Participation rate | 78.7% | 65.6%+13.1pp | 78.8%-0.1pp | 67.2%+11.5pp |
| Annual return | 9.41% | 31.72%-22.3pp | 134.42%-125.0pp | 160.62%-151.2pp |
| Employer contribution / active EE | $1,777 | $3,137-43.4% | $4,818-63.1% | $2,670-33.4% |
| Participant deferral / active EE | $2,069 | $3,411-39.3% | $5,680-63.6% | $4,125-49.8% |
| Admin fee / account holder | $4,842 | $5,956-18.7% | $13,210-63.3% | $5,651-14.3% |