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 | $190,957 | $63,764+199.5% | $81,930+133.1% | $79,858+139.1% |
| Participation rate | 74.5% | 67.5%+7.0pp | 72.0%+2.5pp | 69.6%+4.9pp |
| Annual return | 5.36% | 22.66%-17.3pp | 29.49%-24.1pp | 31.71%-26.4pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,536 | $2,780+27.2% | $7,107-50.2% | $3,740-5.4% |
| Admin fee / account holder | $8,794 | $4,426+98.7% | $5,158+70.5% | $5,306+65.7% |