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 | $86,678 | $81,460+6.4% | $103,333-16.1% | $80,856+7.2% |
| Participation rate | 74.2% | 66.8%+7.3pp | 74.5%-0.3pp | 67.6%+6.6pp |
| Annual return | 7.34% | 25.55%-18.2pp | 24.88%-17.5pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,464 | $3,105-52.9% | $3,868-62.1% | $2,755-46.9% |
| Participant deferral / active EE | $3,863 | $3,869-0.1% | $5,057-23.6% | $4,296-10.1% |
| Admin fee / account holder | $3,326 | $6,566-49.3% | $8,355-60.2% | $6,918-51.9% |