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 | $109,257 | $99,985+9.3% | $146,665-25.5% | $85,850+27.3% |
| Participation rate | 76.9% | 73.1%+3.9pp | 80.1%-3.1pp | 69.3%+7.6pp |
| Annual return | 10.44% | 18.93%-8.5pp | 22.74%-12.3pp | 318.53%-308.1pp |
| Employer contribution / active EE | $840 | $2,559-67.2% | $4,136-79.7% | $2,565-67.3% |
| Participant deferral / active EE | $4,229 | $4,006+5.6% | $5,506-23.2% | $3,952+7.0% |
| Admin fee / account holder | $4,390 | $7,702-43.0% | $10,280-57.3% | $6,260-29.9% |