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 | $77,106 | $58,523+31.8% | $99,443-22.5% | $72,985+5.6% |
| Participation rate | 97.9% | 64.6%+33.2pp | 73.8%+24.0pp | 69.5%+28.4pp |
| Annual return | 7.18% | 28.51%-21.3pp | 30.72%-23.5pp | 81.00%-73.8pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,510 | $2,606-3.7% | $3,619-30.6% | $3,607-30.4% |
| Admin fee / account holder | $1,389 | $4,102-66.1% | $6,250-77.8% | $5,124-72.9% |