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 | $75,519 | $117,841-35.9% | $102,423-26.3% | $145,922-48.2% |
| Participation rate | 81.8% | 78.6%+3.2pp | 76.5%+5.3pp | 80.3%+1.5pp |
| Annual return | 6.90% | 31.65%-24.7pp | 29.32%-22.4pp | 561.29%-554.4pp |
| Employer contribution / active EE | $2,024 | $3,615-44.0% | $3,023-33.0% | $4,660-56.6% |
| Participant deferral / active EE | $4,682 | $5,731-18.3% | $5,053-7.3% | $6,688-30.0% |
| Admin fee / account holder | $11,604 | $13,326-12.9% | $9,451+22.8% | $13,397-13.4% |