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 | $149,404 | $64,480+131.7% | $81,382+83.6% | $80,856+84.8% |
| Participation rate | 92.6% | 63.9%+28.8pp | 69.5%+23.2pp | 67.6%+25.0pp |
| Annual return | 9.84% | 16.34%-6.5pp | 24.73%-14.9pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,057 | $1,978-46.6% | $2,463-57.1% | $2,755-61.6% |
| Participant deferral / active EE | $6,660 | $3,094+115.3% | $3,883+71.5% | $4,296+55.0% |
| Admin fee / account holder | $4,183 | $5,671-26.2% | $5,768-27.5% | $6,918-39.5% |