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 | $83,881 | $58,523+43.3% | $99,443-15.6% | $72,985+14.9% |
| Participation rate | 84.5% | 64.6%+19.9pp | 73.8%+10.7pp | 69.5%+15.0pp |
| Annual return | 4.02% | 28.51%-24.5pp | 30.72%-26.7pp | 81.00%-77.0pp |
| Employer contribution / active EE | $937 | $1,512-38.0% | $2,540-63.1% | $2,440-61.6% |
| Participant deferral / active EE | $6,275 | $2,606+140.8% | $3,619+73.4% | $3,607+73.9% |
| Admin fee / account holder | $13,422 | $4,102+227.2% | $6,250+114.7% | $5,124+161.9% |