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 | $170,936 | $68,719+148.7% | $91,541+86.7% | $84,808+101.6% |
| Participation rate | 73.3% | 64.5%+8.8pp | 69.8%+3.6pp | 68.3%+5.0pp |
| Annual return | 12.16% | 19.12%-7.0pp | 20.50%-8.3pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,857 | $3,136+54.9% | $4,008+21.2% | $4,212+15.3% |
| Admin fee / account holder | $95,013 | $5,786+1542.0% | $6,956+1265.8% | $7,344+1193.8% |