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 | $92,738 | $49,227+88.4% | $70,449+31.6% | $79,858+16.1% |
| Participation rate | 78.6% | 69.2%+9.4pp | 75.1%+3.5pp | 69.6%+8.9pp |
| Annual return | 3.37% | 30.06%-26.7pp | 109.03%-105.7pp | 31.71%-28.3pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,505 | $2,768+62.8% | $3,709+21.5% | $3,740+20.5% |
| Admin fee / account holder | $543 | $2,878-81.2% | $3,845-85.9% | $5,306-89.8% |