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 | $106,105 | $86,929+22.1% | $102,423+3.6% | $80,856+31.2% |
| Participation rate | 75.8% | 72.4%+3.4pp | 76.5%-0.7pp | 67.6%+8.1pp |
| Annual return | 9.72% | 18.88%-9.2pp | 29.32%-19.6pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,076 | $2,369-54.6% | $3,023-64.4% | $2,755-61.0% |
| Participant deferral / active EE | $4,302 | $4,118+4.5% | $5,053-14.9% | $4,296+0.1% |
| Admin fee / account holder | $8,913 | $8,049+10.7% | $9,451-5.7% | $6,918+28.8% |