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 | $87,853 | $78,705+11.6% | $117,854-25.5% | $70,131+25.3% |
| Participation rate | 92.7% | 73.2%+19.5pp | 79.7%+13.0pp | 69.5%+23.1pp |
| Annual return | 9.32% | 23.30%-14.0pp | 335.08%-325.8pp | 73.14%-63.8pp |
| Employer contribution / active EE | $832 | $2,223-62.6% | $3,786-78.0% | $2,342-64.5% |
| Participant deferral / active EE | $2,591 | $3,297-21.4% | $4,482-42.2% | $3,332-22.2% |
| Admin fee / account holder | $594 | $5,065-88.3% | $8,020-92.6% | $4,645-87.2% |