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 | $86,812 | $89,355-2.8% | $141,162-38.5% | $72,985+18.9% |
| Participation rate | 88.0% | 75.1%+12.9pp | 82.5%+5.5pp | 69.5%+18.5pp |
| Annual return | 18.18% | 111.85%-93.7pp | 71.39%-53.2pp | 81.00%-62.8pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $7,260 | $5,418+34.0% | $6,709+8.2% | $3,607+101.3% |
| Admin fee / account holder | $8,756 | $5,958+47.0% | $10,261-14.7% | $5,124+70.9% |