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 | $117,253 | $77,634+51.0% | $156,549-25.1% | $62,891+86.4% |
| Participation rate | 88.0% | 71.2%+16.8pp | 84.0%+4.0pp | 69.3%+18.7pp |
| Annual return | 4.51% | 50.32%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $797 | $3,444-76.8% | $5,501-85.5% | $2,281-65.0% |
| Participant deferral / active EE | $6,196 | $3,045+103.5% | $4,871+27.2% | $3,203+93.5% |
| Admin fee / account holder | $26,877 | $5,561+383.3% | $13,027+106.3% | $4,296+525.7% |