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 | $76,618 | $56,897+34.7% | $84,750-9.6% | $62,891+21.8% |
| Participation rate | 75.0% | 68.5%+6.5pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 2.85% | 6.30%-3.5pp | 22.78%-19.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $1,749 | $2,400-27.1% | $3,574-51.1% | $2,281-23.3% |
| Participant deferral / active EE | $2,961 | $2,709+9.3% | $3,712-20.2% | $3,203-7.6% |
| Admin fee / account holder | $12,529 | $3,581+249.9% | $5,332+135.0% | $4,296+191.7% |