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 | $148,139 | $83,477+77.5% | $125,175+18.3% | $72,985+103.0% |
| Participation rate | 96.0% | 73.3%+22.7pp | 79.8%+16.2pp | 69.5%+26.5pp |
| Annual return | 4.09% | 25.78%-21.7pp | 43.79%-39.7pp | 81.00%-76.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,021 | $3,585+123.7% | $4,937+62.5% | $3,607+122.4% |
| Admin fee / account holder | $2,184 | $5,517-60.4% | $9,702-77.5% | $5,124-57.4% |