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 | $86,845 | $73,933+17.5% | $96,683-10.2% | $75,163+15.5% |
| Participation rate | 86.5% | 66.4%+20.1pp | 74.3%+12.1pp | 67.2%+19.3pp |
| Annual return | 11.03% | 26.70%-15.7pp | 35.69%-24.7pp | 160.62%-149.6pp |
| Employer contribution / active EE | $759 | $2,928-74.1% | $3,737-79.7% | $2,670-71.6% |
| Participant deferral / active EE | $5,575 | $3,659+52.4% | $4,878+14.3% | $4,125+35.1% |
| Admin fee / account holder | $18,202 | $5,216+248.9% | $6,730+170.5% | $5,651+222.1% |