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 | $88,117 | $102,317-13.9% | $146,958-40.0% | $80,856+9.0% |
| Participation rate | 96.9% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 11.76% | 134.76%-123.0pp | 418.34%-406.6pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,055 | $3,713-71.6% | $4,933-78.6% | $2,755-61.7% |
| Participant deferral / active EE | $4,615 | $6,644-30.5% | $8,070-42.8% | $4,296+7.4% |
| Admin fee / account holder | $2,021 | $7,941-74.5% | $12,998-84.4% | $6,918-70.8% |