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 | $146,381 | $123,793+18.2% | $177,821-17.7% | $79,858+83.3% |
| Participation rate | 86.2% | 84.7%+1.6pp | 87.7%-1.5pp | 69.6%+16.6pp |
| Annual return | 8.90% | 22.82%-13.9pp | 48.32%-39.4pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,284 | $4,095-68.6% | $5,918-78.3% | $2,471-48.0% |
| Participant deferral / active EE | $5,656 | $5,956-5.0% | $7,714-26.7% | $3,740+51.2% |
| Admin fee / account holder | $1,348 | $7,243-81.4% | $12,427-89.2% | $5,306-74.6% |