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 | $110,578 | $76,552+44.4% | $123,892-10.7% | $62,891+75.8% |
| Participation rate | 92.9% | 73.0%+19.9pp | 81.4%+11.4pp | 69.3%+23.6pp |
| Annual return | 5.28% | 18.68%-13.4pp | 47.52%-42.2pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,824 | $2,883-36.7% | $4,617-60.5% | $2,281-20.0% |
| Participant deferral / active EE | $3,465 | $4,840-28.4% | $5,984-42.1% | $3,203+8.2% |
| Admin fee / account holder | $3,440 | $4,826-28.7% | $8,357-58.8% | $4,296-19.9% |