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 | $81,291 | $35,183+131.0% | $73,545+10.5% | $70,131+15.9% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 11.77% | 26.90%-15.1pp | -15.16%+26.9pp | 73.14%-61.4pp |
| Employer contribution / active EE | $2,093 | $709+195.4% | $1,219+71.7% | $2,342-10.6% |
| Participant deferral / active EE | $3,829 | $1,220+213.9% | $1,806+112.0% | $3,332+14.9% |
| Admin fee / account holder | $11,017 | $2,302+378.5% | $2,320+374.9% | $4,645+137.2% |