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 | $73,441 | $64,324+14.2% | $118,925-38.2% | $79,858-8.0% |
| Participation rate | 73.3% | 64.9%+8.5pp | 75.4%-2.0pp | 69.6%+3.7pp |
| Annual return | 9.65% | 86.45%-76.8pp | 35.88%-26.2pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,164 | $1,836-36.6% | $3,263-64.3% | $2,471-52.9% |
| Participant deferral / active EE | $1,887 | $2,824-33.2% | $4,265-55.8% | $3,740-49.6% |
| Admin fee / account holder | $6,416 | $4,040+58.8% | $6,581-2.5% | $5,306+20.9% |