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 | $140,849 | $109,413+28.7% | $156,263-9.9% | $84,808+66.1% |
| Participation rate | 72.9% | 72.7%+0.2pp | 78.9%-6.0pp | 68.3%+4.6pp |
| Annual return | 10.80% | 20.18%-9.4pp | 59.47%-48.7pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,894 | $2,907-34.9% | $4,333-56.3% | $2,631-28.0% |
| Participant deferral / active EE | $7,504 | $4,590+63.5% | $6,158+21.9% | $4,212+78.2% |
| Admin fee / account holder | $11,105 | $9,357+18.7% | $14,255-22.1% | $7,344+51.2% |