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 | $62,556 | $117,841-46.9% | $102,423-38.9% | $145,922-57.1% |
| Participation rate | 92.9% | 78.6%+14.3pp | 76.5%+16.4pp | 80.3%+12.6pp |
| Annual return | 8.37% | 31.65%-23.3pp | 29.32%-21.0pp | 561.29%-552.9pp |
| Employer contribution / active EE | $2,441 | $3,615-32.5% | $3,023-19.3% | $4,660-47.6% |
| Participant deferral / active EE | $5,993 | $5,731+4.6% | $5,053+18.6% | $6,688-10.4% |
| Admin fee / account holder | $976 | $13,326-92.7% | $9,451-89.7% | $13,397-92.7% |