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 | $135,637 | $99,985+35.7% | $146,665-7.5% | $85,850+58.0% |
| Participation rate | 76.7% | 73.1%+3.6pp | 80.1%-3.4pp | 69.3%+7.4pp |
| Annual return | 7.18% | 18.93%-11.7pp | 22.74%-15.6pp | 318.53%-311.3pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,394 | $4,006-40.2% | $5,506-56.5% | $3,952-39.4% |
| Admin fee / account holder | $3,583 | $7,702-53.5% | $10,280-65.1% | $6,260-42.8% |