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 | $87,880 | $86,929+1.1% | $102,423-14.2% | $80,856+8.7% |
| Participation rate | 88.0% | 72.4%+15.7pp | 76.5%+11.6pp | 67.6%+20.4pp |
| Annual return | 8.55% | 18.88%-10.3pp | 29.32%-20.8pp | 35.59%-27.0pp |
| Employer contribution / active EE | $897 | $2,369-62.2% | $3,023-70.3% | $2,755-67.4% |
| Participant deferral / active EE | $4,544 | $4,118+10.3% | $5,053-10.1% | $4,296+5.8% |
| Admin fee / account holder | $1,919 | $8,049-76.2% | $9,451-79.7% | $6,918-72.3% |