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 | $114,012 | $91,190+25.0% | $178,490-36.1% | $79,858+42.8% |
| Participation rate | 83.6% | 69.2%+14.4pp | 81.9%+1.7pp | 69.6%+13.9pp |
| Annual return | 9.00% | 24.19%-15.2pp | 151.07%-142.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,354 | $3,236+65.5% | $5,202+2.9% | $3,740+43.2% |
| Admin fee / account holder | $18,723 | $6,751+177.3% | $13,984+33.9% | $5,306+252.8% |