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 | $113,303 | $64,480+75.7% | $81,382+39.2% | $80,856+40.1% |
| Participation rate | 84.8% | 63.9%+21.0pp | 69.5%+15.4pp | 67.6%+17.2pp |
| Annual return | 7.08% | 16.34%-9.3pp | 24.73%-17.7pp | 35.59%-28.5pp |
| Employer contribution / active EE | $1,695 | $1,978-14.3% | $2,463-31.2% | $2,755-38.5% |
| Participant deferral / active EE | $5,073 | $3,094+64.0% | $3,883+30.6% | $4,296+18.1% |
| Admin fee / account holder | $18,872 | $5,671+232.8% | $5,768+227.2% | $6,918+172.8% |