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 | $67,894+151.8% | $89,340+91.3% | $82,448+107.3% |
| Participation rate | 73.3% | 64.0%+9.3pp | 69.6%+3.8pp | 68.1%+5.3pp |
| Annual return | 12.16% | 19.21%-7.0pp | 20.57%-8.4pp | 41.64%-29.5pp |
| Employer contribution / active EE | $0 | $1,828-100.0% | $2,231-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,857 | $3,072+58.1% | $3,823+27.1% | $4,139+17.3% |
| Admin fee / account holder | $95,013 | $5,723+1560.2% | $6,704+1317.3% | $7,234+1213.4% |