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 | $82,369 | $60,124+37.0% | $90,404-8.9% | $79,858+3.1% |
| Participation rate | 78.7% | 65.0%+13.7pp | 72.7%+6.0pp | 69.6%+9.1pp |
| Annual return | 3.28% | 71.94%-68.7pp | 1293.02%-1289.7pp | 31.71%-28.4pp |
| Employer contribution / active EE | $354 | $2,068-82.9% | $3,262-89.1% | $2,471-85.7% |
| Participant deferral / active EE | $2,201 | $2,938-25.1% | $3,963-44.5% | $3,740-41.2% |
| Admin fee / account holder | $2,607 | $3,976-34.4% | $5,611-53.5% | $5,306-50.9% |