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 | $128,374 | $86,929+47.7% | $102,423+25.3% | $80,856+58.8% |
| Participation rate | 73.2% | 72.4%+0.8pp | 76.5%-3.3pp | 67.6%+5.5pp |
| Annual return | 8.62% | 18.88%-10.3pp | 29.32%-20.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,321 | $2,369-44.2% | $3,023-56.3% | $2,755-52.0% |
| Participant deferral / active EE | $3,430 | $4,118-16.7% | $5,053-32.1% | $4,296-20.1% |
| Admin fee / account holder | $2,742 | $8,049-65.9% | $9,451-71.0% | $6,918-60.4% |