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 | $114,603 | $81,248+41.1% | $155,509-26.3% | $80,856+41.7% |
| Participation rate | 74.5% | 66.2%+8.3pp | 78.2%-3.7pp | 67.6%+6.9pp |
| Annual return | 7.94% | 33.31%-25.4pp | 64.67%-56.7pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,250 | $3,100-27.4% | $4,672-51.9% | $2,755-18.3% |
| Participant deferral / active EE | $5,199 | $3,452+50.6% | $5,626-7.6% | $4,296+21.0% |
| Admin fee / account holder | $7,427 | $7,997-7.1% | $15,912-53.3% | $6,918+7.4% |