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 | $164,851 | $80,968+103.6% | $96,544+70.8% | $75,163+119.3% |
| Participation rate | 75.4% | 71.8%+3.7pp | 76.0%-0.5pp | 67.2%+8.2pp |
| Annual return | 12.00% | 27.06%-15.1pp | 25.84%-13.8pp | 160.62%-148.6pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,609 | $3,928+42.8% | $4,851+15.6% | $4,125+36.0% |
| Admin fee / account holder | $11,032 | $6,724+64.1% | $8,252+33.7% | $5,651+95.2% |