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 | $102,768 | $86,929+18.2% | $102,423+0.3% | $80,856+27.1% |
| Participation rate | 77.1% | 72.4%+4.8pp | 76.5%+0.7pp | 67.6%+9.5pp |
| Annual return | 5.27% | 18.88%-13.6pp | 29.32%-24.1pp | 35.59%-30.3pp |
| Employer contribution / active EE | $2,143 | $2,369-9.6% | $3,023-29.1% | $2,755-22.2% |
| Participant deferral / active EE | $3,508 | $4,118-14.8% | $5,053-30.6% | $4,296-18.3% |
| Admin fee / account holder | $6,248 | $8,049-22.4% | $9,451-33.9% | $6,918-9.7% |