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 | $92,823 | $77,503+19.8% | $100,391-7.5% | $80,856+14.8% |
| Participation rate | 79.4% | 76.9%+2.5pp | 81.5%-2.1pp | 67.6%+11.8pp |
| Annual return | 11.76% | 37.20%-25.4pp | 49.20%-37.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,598 | $6,820-47.2% | $8,082-55.5% | $4,296-16.2% |
| Admin fee / account holder | $6,454 | $5,897+9.4% | $7,899-18.3% | $6,918-6.7% |