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 | $83,028 | $106,749-22.2% | $145,433-42.9% | $82,448+0.7% |
| Participation rate | 97.9% | 75.6%+22.2pp | 82.1%+15.8pp | 68.1%+29.8pp |
| Annual return | 11.01% | 27.59%-16.6pp | 66.58%-55.6pp | 41.64%-30.6pp |
| Employer contribution / active EE | $884 | $3,444-74.3% | $4,554-80.6% | $2,551-65.3% |
| Participant deferral / active EE | $3,396 | $6,519-47.9% | $7,897-57.0% | $4,139-18.0% |
| Admin fee / account holder | $2,500 | $8,390-70.2% | $13,129-81.0% | $7,234-65.4% |