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 | $72,672 | $117,841-38.3% | $102,423-29.0% | $145,922-50.2% |
| Participation rate | 79.2% | 78.6%+0.6pp | 76.5%+2.7pp | 80.3%-1.1pp |
| Annual return | 5.72% | 31.65%-25.9pp | 29.32%-23.6pp | 561.29%-555.6pp |
| Employer contribution / active EE | $2,262 | $3,615-37.4% | $3,023-25.2% | $4,660-51.5% |
| Participant deferral / active EE | $5,594 | $5,731-2.4% | $5,053+10.7% | $6,688-16.4% |
| Admin fee / account holder | $6,782 | $13,326-49.1% | $9,451-28.2% | $13,397-49.4% |