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 | $158,139 | $117,859+34.2% | $102,438+54.4% | $145,959+8.3% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 7.95% | 31.72%-23.8pp | 29.37%-21.4pp | 561.95%-554.0pp |
| Employer contribution / active EE | $2,435 | $3,615-32.6% | $3,024-19.5% | $4,661-47.8% |
| Participant deferral / active EE | $6,067 | $5,732+5.8% | $5,054+20.0% | $6,689-9.3% |
| Admin fee / account holder | $1,647 | $13,318-87.6% | $9,448-82.6% | $13,398-87.7% |