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 | $89,269 | $86,286+3.5% | $111,297-19.8% | $85,850+4.0% |
| Participation rate | 96.6% | 73.3%+23.2pp | 77.3%+19.2pp | 69.3%+27.2pp |
| Annual return | 3.90% | 19.99%-16.1pp | 54.65%-50.7pp | 318.53%-314.6pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,078 | $3,641+39.5% | $4,487+13.2% | $3,952+28.5% |
| Admin fee / account holder | $22,262 | $8,188+171.9% | $7,964+179.5% | $6,260+255.6% |