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 | $83,297 | $59,839+39.2% | $81,983+1.6% | $79,858+4.3% |
| Participation rate | 70.3% | 61.6%+8.7pp | 69.2%+1.0pp | 69.6%+0.6pp |
| Annual return | 8.54% | 17.56%-9.0pp | 41.31%-32.8pp | 31.71%-23.2pp |
| Employer contribution / active EE | $616 | $1,713-64.0% | $2,498-75.3% | $2,471-75.1% |
| Participant deferral / active EE | $2,515 | $2,695-6.7% | $3,722-32.4% | $3,740-32.7% |
| Admin fee / account holder | $859 | $4,287-80.0% | $5,664-84.8% | $5,306-83.8% |