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 | $95,453 | $106,749-10.6% | $145,433-34.4% | $82,448+15.8% |
| Participation rate | 80.0% | 75.6%+4.4pp | 82.1%-2.1pp | 68.1%+11.9pp |
| Annual return | 9.49% | 27.59%-18.1pp | 66.58%-57.1pp | 41.64%-32.1pp |
| Employer contribution / active EE | $1,194 | $3,444-65.3% | $4,554-73.8% | $2,551-53.2% |
| Participant deferral / active EE | $3,468 | $6,519-46.8% | $7,897-56.1% | $4,139-16.2% |
| Admin fee / account holder | $5,033 | $8,390-40.0% | $13,129-61.7% | $7,234-30.4% |