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 | $98,127 | $81,248+20.8% | $155,509-36.9% | $80,856+21.4% |
| Participation rate | 97.4% | 66.2%+31.1pp | 78.2%+19.2pp | 67.6%+29.7pp |
| Annual return | 9.26% | 33.31%-24.0pp | 64.67%-55.4pp | 35.59%-26.3pp |
| Employer contribution / active EE | $677 | $3,100-78.2% | $4,672-85.5% | $2,755-75.4% |
| Participant deferral / active EE | $4,648 | $3,452+34.7% | $5,626-17.4% | $4,296+8.2% |
| Admin fee / account holder | $7,685 | $7,997-3.9% | $15,912-51.7% | $6,918+11.1% |