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 | $108,488 | $78,422+38.3% | $95,952+13.1% | $79,858+35.9% |
| Participation rate | 74.2% | 73.5%+0.7pp | 77.1%-2.9pp | 69.6%+4.6pp |
| Annual return | 4.33% | 19.37%-15.0pp | 91.61%-87.3pp | 31.71%-27.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,886 | $3,440+13.0% | $4,167-6.7% | $3,740+3.9% |
| Admin fee / account holder | $1,247 | $5,622-77.8% | $6,795-81.6% | $5,306-76.5% |