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 | $174,103 | $74,927+132.4% | $101,794+71.0% | $84,808+105.3% |
| Participation rate | 90.9% | 61.4%+29.5pp | 69.2%+21.7pp | 68.3%+22.6pp |
| Annual return | 10.53% | 18.70%-8.2pp | 30.53%-20.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,818 | $1,522+19.5% | $2,289-20.6% | $2,631-30.9% |
| Participant deferral / active EE | $7,510 | $3,099+142.3% | $4,084+83.9% | $4,212+78.3% |
| Admin fee / account holder | $7,942 | $6,514+21.9% | $8,777-9.5% | $7,344+8.1% |