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 | $54,740 | $138,347-60.4% | $184,203-70.3% | $80,856-32.3% |
| Participation rate | 86.5% | 83.9%+2.6pp | 86.8%-0.3pp | 67.6%+18.8pp |
| Annual return | 8.98% | 20.02%-11.0pp | 28.81%-19.8pp | 35.59%-26.6pp |
| Employer contribution / active EE | $1,846 | $4,850-61.9% | $6,427-71.3% | $2,755-33.0% |
| Participant deferral / active EE | $4,577 | $7,071-35.3% | $9,131-49.9% | $4,296+6.5% |
| Admin fee / account holder | $10,950 | $10,483+4.4% | $13,901-21.2% | $6,918+58.3% |