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 | $105,126 | $91,552+14.8% | $133,956-21.5% | $79,858+31.6% |
| Participation rate | 80.0% | 73.3%+6.7pp | 79.8%+0.2pp | 69.6%+10.4pp |
| Annual return | 7.64% | 61.85%-54.2pp | 45.09%-37.4pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,098 | $2,384-54.0% | $3,919-72.0% | $2,471-55.6% |
| Participant deferral / active EE | $2,733 | $3,733-26.8% | $5,048-45.9% | $3,740-26.9% |
| Admin fee / account holder | $3,713 | $6,321-41.3% | $8,927-58.4% | $5,306-30.0% |