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 | $108,825-12.0% | $156,181-38.7% | $82,448+16.2% |
| Participation rate | 82.0% | 72.4%+9.6pp | 78.8%+3.2pp | 68.1%+13.9pp |
| Annual return | 12.41% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,082 | $4,577-54.5% | $6,132-66.0% | $4,139-49.7% |
| Admin fee / account holder | $2,010 | $9,341-78.5% | $14,586-86.2% | $7,234-72.2% |