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 | $104,449 | $116,175-10.1% | $93,606+11.6% | $152,861-31.7% |
| Participation rate | 80.0% | 78.0%+2.0pp | 75.8%+4.2pp | 82.4%-2.4pp |
| Annual return | 8.68% | 35.96%-27.3pp | 32.76%-24.1pp | 345.32%-336.6pp |
| Employer contribution / active EE | $1,679 | $3,218-47.8% | $2,718-38.2% | $4,762-64.7% |
| Participant deferral / active EE | $4,168 | $4,603-9.5% | $4,069+2.4% | $5,850-28.8% |
| Admin fee / account holder | $2,881 | $10,748-73.2% | $7,888-63.5% | $11,596-75.2% |