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 | $110,759 | $86,929+27.4% | $102,423+8.1% | $80,856+37.0% |
| Participation rate | 75.0% | 72.4%+2.6pp | 76.5%-1.5pp | 67.6%+7.4pp |
| Annual return | 9.97% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,084 | $2,369-54.2% | $3,023-64.1% | $2,755-60.6% |
| Participant deferral / active EE | $4,301 | $4,118+4.4% | $5,053-14.9% | $4,296+0.1% |
| Admin fee / account holder | $9,069 | $8,049+12.7% | $9,451-4.0% | $6,918+31.1% |