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 | $85,005 | $76,367+11.3% | $93,606-9.2% | $72,985+16.5% |
| Participation rate | 84.0% | 71.7%+12.3pp | 75.8%+8.2pp | 69.5%+14.5pp |
| Annual return | 15.27% | 25.82%-10.6pp | 32.76%-17.5pp | 81.00%-65.7pp |
| Employer contribution / active EE | $501 | $2,275-78.0% | $2,718-81.6% | $2,440-79.5% |
| Participant deferral / active EE | $4,034 | $3,538+14.0% | $4,069-0.9% | $3,607+11.8% |
| Admin fee / account holder | $3,097 | $6,838-54.7% | $7,888-60.7% | $5,124-39.6% |