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 | $157,010 | $64,480+143.5% | $81,382+92.9% | $80,856+94.2% |
| Participation rate | 92.7% | 63.9%+28.8pp | 69.5%+23.2pp | 67.6%+25.0pp |
| Annual return | 7.05% | 16.34%-9.3pp | 24.73%-17.7pp | 35.59%-28.5pp |
| Employer contribution / active EE | $1,539 | $1,978-22.2% | $2,463-37.5% | $2,755-44.1% |
| Participant deferral / active EE | $4,870 | $3,094+57.4% | $3,883+25.4% | $4,296+13.4% |
| Admin fee / account holder | $943 | $5,671-83.4% | $5,768-83.6% | $6,918-86.4% |