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 | $81,416 | $57,016+42.8% | $84,966-4.2% | $80,856+0.7% |
| Participation rate | 92.5% | 56.3%+36.2pp | 67.5%+25.0pp | 67.6%+24.9pp |
| Annual return | 5.60% | 21.66%-16.1pp | 66.38%-60.8pp | 35.59%-30.0pp |
| Employer contribution / active EE | $761 | $1,798-57.7% | $2,727-72.1% | $2,755-72.4% |
| Participant deferral / active EE | $5,738 | $3,110+84.5% | $4,519+27.0% | $4,296+33.6% |
| Admin fee / account holder | $1,594 | $4,980-68.0% | $6,149-74.1% | $6,918-77.0% |