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 | $90,856 | $83,477+8.8% | $125,175-27.4% | $72,985+24.5% |
| Participation rate | 91.2% | 73.3%+17.9pp | 79.8%+11.4pp | 69.5%+21.7pp |
| Annual return | 13.99% | 25.78%-11.8pp | 43.79%-29.8pp | 81.00%-67.0pp |
| Employer contribution / active EE | $952 | $2,345-59.4% | $3,865-75.4% | $2,440-61.0% |
| Participant deferral / active EE | $7,489 | $3,585+108.9% | $4,937+51.7% | $3,607+107.6% |
| Admin fee / account holder | $1,161 | $5,517-79.0% | $9,702-88.0% | $5,124-77.3% |