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 | $108,774 | $86,929+25.1% | $102,423+6.2% | $80,856+34.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 8.62% | 18.88%-10.3pp | 29.32%-20.7pp | 35.59%-27.0pp |
| Employer contribution / active EE | $3,378 | $2,369+42.6% | $3,023+11.7% | $2,755+22.6% |
| Participant deferral / active EE | $3,411 | $4,118-17.2% | $5,053-32.5% | $4,296-20.6% |
| Admin fee / account holder | $3,825 | $8,049-52.5% | $9,451-59.5% | $6,918-44.7% |