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 | $92,748 | $60,892+52.3% | $82,389+12.6% | $84,808+9.4% |
| Participation rate | 72.3% | 63.3%+9.1pp | 69.5%+2.8pp | 68.3%+4.0pp |
| Annual return | 12.00% | 37.29%-25.3pp | 28.67%-16.7pp | 40.90%-28.9pp |
| Employer contribution / active EE | $766 | $1,779-56.9% | $2,517-69.6% | $2,631-70.9% |
| Participant deferral / active EE | $2,260 | $3,179-28.9% | $4,155-45.6% | $4,212-46.3% |
| Admin fee / account holder | $3,783 | $5,467-30.8% | $7,231-47.7% | $7,344-48.5% |