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 | $81,833 | $76,552+6.9% | $123,892-33.9% | $62,891+30.1% |
| Participation rate | 82.5% | 73.0%+9.5pp | 81.4%+1.1pp | 69.3%+13.2pp |
| Annual return | 5.80% | 18.68%-12.9pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $828 | $2,883-71.3% | $4,617-82.1% | $2,281-63.7% |
| Participant deferral / active EE | $3,366 | $4,840-30.5% | $5,984-43.8% | $3,203+5.1% |
| Admin fee / account holder | $11,702 | $4,826+142.5% | $8,357+40.0% | $4,296+172.4% |