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 | $109,022 | $86,929+25.4% | $102,423+6.4% | $80,856+34.8% |
| Participation rate | 78.4% | 72.4%+6.0pp | 76.5%+1.9pp | 67.6%+10.7pp |
| Annual return | 4.64% | 18.88%-14.2pp | 29.32%-24.7pp | 35.59%-31.0pp |
| Employer contribution / active EE | $1,725 | $2,369-27.2% | $3,023-43.0% | $2,755-37.4% |
| Participant deferral / active EE | $2,409 | $4,118-41.5% | $5,053-52.3% | $4,296-43.9% |
| Admin fee / account holder | $7,817 | $8,049-2.9% | $9,451-17.3% | $6,918+13.0% |