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 | $96,377 | $109,881-12.3% | $150,045-35.8% | $84,808+13.6% |
| Participation rate | 90.7% | 76.1%+14.6pp | 82.3%+8.4pp | 68.3%+22.4pp |
| Annual return | 12.03% | 28.25%-16.2pp | 62.55%-50.5pp | 40.90%-28.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,906 | $6,636+19.1% | $7,997-1.1% | $4,212+87.7% |
| Admin fee / account holder | $1,285 | $8,568-85.0% | $13,435-90.4% | $7,344-82.5% |