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 | $99,433 | $59,101+68.2% | $77,163+28.9% | $75,163+32.3% |
| Participation rate | 78.3% | 63.9%+14.4pp | 69.6%+8.7pp | 67.2%+11.1pp |
| Annual return | 7.95% | 26.71%-18.8pp | 37.87%-29.9pp | 160.62%-152.7pp |
| Employer contribution / active EE | $1,350 | $1,995-32.3% | $2,535-46.7% | $2,670-49.4% |
| Participant deferral / active EE | $4,795 | $2,999+59.9% | $3,833+25.1% | $4,125+16.2% |
| Admin fee / account holder | $6,632 | $4,774+38.9% | $5,472+21.2% | $5,651+17.4% |