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 | $109,583 | $93,571+17.1% | $135,903-19.4% | $75,163+45.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 12.56% | 30.90%-18.3pp | 68.23%-55.7pp | 160.62%-148.1pp |
| Employer contribution / active EE | $3,344 | $3,537-5.4% | $4,856-31.1% | $2,670+25.3% |
| Participant deferral / active EE | $10,490 | $6,404+63.8% | $7,758+35.2% | $4,125+154.3% |
| Admin fee / account holder | $4,581 | $6,975-34.3% | $10,762-57.4% | $5,651-18.9% |