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 | $127,391 | $109,881+15.9% | $150,045-15.1% | $84,808+50.2% |
| Participation rate | 79.6% | 76.1%+3.5pp | 82.3%-2.7pp | 68.3%+11.3pp |
| Annual return | 4.92% | 28.25%-23.3pp | 62.55%-57.6pp | 40.90%-36.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,010 | $6,636+20.7% | $7,997+0.2% | $4,212+90.2% |
| Admin fee / account holder | $4,297 | $8,568-49.9% | $13,435-68.0% | $7,344-41.5% |