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 | $94,412 | $78,705+20.0% | $117,854-19.9% | $70,131+34.6% |
| Participation rate | 97.8% | 73.2%+24.6pp | 79.7%+18.2pp | 69.5%+28.3pp |
| Annual return | 11.56% | 23.30%-11.7pp | 335.08%-323.5pp | 73.14%-61.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,476 | $3,297+35.8% | $4,482-0.1% | $3,332+34.4% |
| Admin fee / account holder | $1,429 | $5,065-71.8% | $8,020-82.2% | $4,645-69.2% |