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 | $91,482 | $45,073+103.0% | $69,455+31.7% | $72,985+25.3% |
| Participation rate | 93.8% | 68.5%+25.3pp | 74.6%+19.1pp | 69.5%+24.3pp |
| Annual return | 1.57% | 22.65%-21.1pp | 28.97%-27.4pp | 81.00%-79.4pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,672 | $2,602+233.3% | $3,535+145.3% | $3,607+140.4% |
| Admin fee / account holder | $7,307 | $3,056+139.1% | $3,839+90.3% | $5,124+42.6% |