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 | $95,816 | $109,413-12.4% | $156,263-38.7% | $84,808+13.0% |
| Participation rate | 82.0% | 72.7%+9.3pp | 78.9%+3.1pp | 68.3%+13.7pp |
| Annual return | 12.41% | 20.18%-7.8pp | 59.47%-47.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,082 | $4,590-54.6% | $6,158-66.2% | $4,212-50.6% |
| Admin fee / account holder | $2,010 | $9,357-78.5% | $14,255-85.9% | $7,344-72.6% |