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 | $100,707 | $93,373+7.9% | $152,466-33.9% | $85,850+17.3% |
| Participation rate | 82.4% | 70.1%+12.3pp | 78.2%+4.2pp | 69.3%+13.0pp |
| Annual return | 3.92% | 21.84%-17.9pp | 757.33%-753.4pp | 318.53%-314.6pp |
| Employer contribution / active EE | $1,879 | $2,996-37.3% | $4,327-56.6% | $2,565-26.7% |
| Participant deferral / active EE | $4,434 | $4,550-2.6% | $5,820-23.8% | $3,952+12.2% |
| Admin fee / account holder | $6,060 | $13,853-56.3% | $15,805-61.7% | $6,260-3.2% |