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 | $77,608 | $99,985-22.4% | $146,665-47.1% | $85,850-9.6% |
| Participation rate | 75.0% | 73.1%+1.9pp | 80.1%-5.1pp | 69.3%+5.7pp |
| Annual return | 9.65% | 18.93%-9.3pp | 22.74%-13.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $1,680 | $2,559-34.3% | $4,136-59.4% | $2,565-34.5% |
| Participant deferral / active EE | $3,598 | $4,006-10.2% | $5,506-34.6% | $3,952-8.9% |
| Admin fee / account holder | $8,814 | $7,702+14.4% | $10,280-14.3% | $6,260+40.8% |