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 | $42,933 | $86,929-50.6% | $102,423-58.1% | $80,856-46.9% |
| Participation rate | 73.7% | 72.4%+1.3pp | 76.5%-2.8pp | 67.6%+6.0pp |
| Annual return | 9.15% | 18.88%-9.7pp | 29.32%-20.2pp | 35.59%-26.4pp |
| Employer contribution / active EE | $1,832 | $2,369-22.7% | $3,023-39.4% | $2,755-33.5% |
| Participant deferral / active EE | $3,792 | $4,118-7.9% | $5,053-25.0% | $4,296-11.7% |
| Admin fee / account holder | $7,844 | $8,049-2.5% | $9,451-17.0% | $6,918+13.4% |