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 | $96,785 | $85,766+12.8% | $136,294-29.0% | $70,131+38.0% |
| Participation rate | 72.7% | 74.2%-1.4pp | 81.9%-9.2pp | 69.5%+3.2pp |
| Annual return | 13.27% | 31.45%-18.2pp | 5155.94%-5142.7pp | 73.14%-59.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,388 | $5,051-32.9% | $6,247-45.8% | $3,332+1.7% |
| Admin fee / account holder | $4,398 | $5,420-18.9% | $9,243-52.4% | $4,645-5.3% |