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 | $209,546 | $67,606+209.9% | $82,313+154.6% | $70,131+198.8% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 11.08% | 21.57%-10.5pp | 25.88%-14.8pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,479 | $1,755-15.7% | $2,428-39.1% | $2,342-36.9% |
| Participant deferral / active EE | $5,108 | $2,987+71.0% | $3,706+37.8% | $3,332+53.3% |
| Admin fee / account holder | $39,296 | $4,512+770.9% | $5,608+600.7% | $4,645+745.9% |