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 | $95,226 | $55,371+72.0% | $95,585-0.4% | $74,304+28.2% |
| Participation rate | 70.2% | 53.8%+16.4pp | 72.1%-1.8pp | 60.3%+9.9pp |
| Annual return | 9.94% | 24.26%-14.3pp | 38.56%-28.6pp | 29.43%-19.5pp |
| Employer contribution / active EE | $891 | $1,437-38.0% | $2,527-64.7% | $2,241-60.3% |
| Participant deferral / active EE | $4,453 | $2,955+50.7% | $4,023+10.7% | $3,767+18.2% |
| Admin fee / account holder | $18,531 | $2,620+607.2% | $6,127+202.4% | $2,969+524.2% |