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 | $89,075 | $89,355-0.3% | $141,162-36.9% | $72,985+22.0% |
| Participation rate | 70.7% | 75.1%-4.4pp | 82.5%-11.7pp | 69.5%+1.2pp |
| Annual return | 17.33% | 111.85%-94.5pp | 71.39%-54.1pp | 81.00%-63.7pp |
| Employer contribution / active EE | $1,018 | $3,114-67.3% | $4,735-78.5% | $2,440-58.3% |
| Participant deferral / active EE | $7,723 | $5,418+42.5% | $6,709+15.1% | $3,607+114.1% |
| Admin fee / account holder | $4,619 | $5,958-22.5% | $10,261-55.0% | $5,124-9.9% |