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 | $193,039 | $95,803+101.5% | $113,168+70.6% | $84,808+127.6% |
| Participation rate | 80.9% | 72.9%+8.0pp | 76.6%+4.3pp | 68.3%+12.5pp |
| Annual return | 11.32% | 25.00%-13.7pp | 24.27%-12.9pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,582 | $2,360-33.0% | $2,975-46.8% | $2,631-39.9% |
| Participant deferral / active EE | $9,123 | $4,242+115.1% | $5,107+78.7% | $4,212+116.6% |
| Admin fee / account holder | $43,337 | $8,989+382.1% | $12,068+259.1% | $7,344+490.1% |