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 | $100,648 | $60,022+67.7% | $88,946+13.2% | $84,808+18.7% |
| Participation rate | 78.6% | 57.8%+20.7pp | 68.8%+9.7pp | 68.3%+10.3pp |
| Annual return | 13.14% | 22.43%-9.3pp | 57.82%-44.7pp | 40.90%-27.8pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,701 | $3,114+51.0% | $4,581+2.6% | $4,212+11.6% |
| Admin fee / account holder | $52,003 | $4,811+980.9% | $8,261+529.5% | $7,344+608.1% |