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 | $86,264 | $48,046+79.5% | $84,611+2.0% | $72,985+18.2% |
| Participation rate | 92.3% | 57.6%+34.7pp | 68.2%+24.1pp | 69.5%+22.8pp |
| Annual return | 16.00% | 37.38%-21.4pp | 258.74%-242.7pp | 81.00%-65.0pp |
| Employer contribution / active EE | $1,941 | $1,602+21.2% | $2,652-26.8% | $2,440-20.4% |
| Participant deferral / active EE | $5,218 | $2,680+94.7% | $3,899+33.8% | $3,607+44.7% |
| Admin fee / account holder | $4,925 | $3,395+45.1% | $4,912+0.3% | $5,124-3.9% |