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 | $227,658 | $72,277+215.0% | $101,248+124.9% | $79,858+185.1% |
| Participation rate | 71.1% | 68.5%+2.7pp | 75.8%-4.7pp | 69.6%+1.5pp |
| Annual return | 9.87% | 22.30%-12.4pp | 46.47%-36.6pp | 31.71%-21.8pp |
| Employer contribution / active EE | $867 | $2,692-67.8% | $3,660-76.3% | $2,471-64.9% |
| Participant deferral / active EE | $7,863 | $3,282+139.6% | $4,370+79.9% | $3,740+110.2% |
| Admin fee / account holder | $18,854 | $4,400+328.5% | $5,945+217.1% | $5,306+255.3% |