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 | $128,725 | $86,929+48.1% | $102,423+25.7% | $80,856+59.2% |
| Participation rate | 79.4% | 72.4%+7.0pp | 76.5%+2.9pp | 67.6%+11.8pp |
| Annual return | 8.28% | 18.88%-10.6pp | 29.32%-21.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,721 | $2,369-27.3% | $3,023-43.1% | $2,755-37.5% |
| Participant deferral / active EE | $2,205 | $4,118-46.5% | $5,053-56.4% | $4,296-48.7% |
| Admin fee / account holder | $885 | $8,049-89.0% | $9,451-90.6% | $6,918-87.2% |