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 | $94,231 | $69,977+34.7% | $108,579-13.2% | $62,891+49.8% |
| Participation rate | 96.6% | 72.9%+23.7pp | 79.6%+17.0pp | 69.3%+27.2pp |
| Annual return | 4.67% | 10.73%-6.1pp | -51.70%+56.4pp | 20.14%-15.5pp |
| Employer contribution / active EE | $720 | $2,135-66.3% | $3,758-80.8% | $2,281-68.4% |
| Participant deferral / active EE | $3,282 | $3,165+3.7% | $4,311-23.9% | $3,203+2.5% |
| Admin fee / account holder | $4,531 | $5,076-10.7% | $7,645-40.7% | $4,296+5.5% |