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 | $105,487 | $123,793-14.8% | $177,821-40.7% | $79,858+32.1% |
| Participation rate | 95.6% | 84.7%+10.9pp | 87.7%+7.8pp | 69.6%+25.9pp |
| Annual return | 10.13% | 22.82%-12.7pp | 48.32%-38.2pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,634 | $4,095-35.7% | $5,918-55.5% | $2,471+6.6% |
| Participant deferral / active EE | $3,212 | $5,956-46.1% | $7,714-58.4% | $3,740-14.1% |
| Admin fee / account holder | $4,228 | $7,243-41.6% | $12,427-66.0% | $5,306-20.3% |