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 | $78,389 | $49,173+59.4% | $121,098-35.3% | $75,163+4.3% |
| Participation rate | 71.4% | 55.4%+16.0pp | 69.5%+1.9pp | 67.2%+4.2pp |
| Annual return | 13.09% | 55.99%-42.9pp | 985.75%-972.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,907 | $1,546+23.4% | $4,164-54.2% | $2,670-28.6% |
| Participant deferral / active EE | $5,171 | $2,628+96.8% | $4,080+26.7% | $4,125+25.4% |
| Admin fee / account holder | $5,169 | $3,942+31.1% | $5,644-8.4% | $5,651-8.5% |