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 | $143,430 | $54,705+162.2% | $71,209+101.4% | $84,808+69.1% |
| Participation rate | 93.0% | 64.1%+29.0pp | 73.8%+19.3pp | 68.3%+24.7pp |
| Annual return | 10.70% | 35.90%-25.2pp | 282.51%-271.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $12,958 | $3,030+327.6% | $4,175+210.4% | $4,212+207.7% |
| Admin fee / account holder | $17,839 | $4,863+266.8% | $5,349+233.5% | $7,344+142.9% |