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 | $127,573 | $99,985+27.6% | $146,665-13.0% | $85,850+48.6% |
| Participation rate | 76.9% | 73.1%+3.9pp | 80.1%-3.1pp | 69.3%+7.6pp |
| Annual return | 6.28% | 18.93%-12.7pp | 22.74%-16.5pp | 318.53%-312.3pp |
| Employer contribution / active EE | $3,739 | $2,559+46.1% | $4,136-9.6% | $2,565+45.8% |
| Participant deferral / active EE | $7,024 | $4,006+75.4% | $5,506+27.6% | $3,952+77.8% |
| Admin fee / account holder | $33,282 | $7,702+332.1% | $10,280+223.8% | $6,260+431.7% |