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 | $204,808 | $109,413+87.2% | $156,263+31.1% | $84,808+141.5% |
| Participation rate | 86.8% | 72.7%+14.2pp | 78.9%+7.9pp | 68.3%+18.5pp |
| Annual return | 6.30% | 20.18%-13.9pp | 59.47%-53.2pp | 40.90%-34.6pp |
| Employer contribution / active EE | $1,573 | $2,907-45.9% | $4,333-63.7% | $2,631-40.2% |
| Participant deferral / active EE | $3,621 | $4,590-21.1% | $6,158-41.2% | $4,212-14.0% |
| Admin fee / account holder | $5,552 | $9,357-40.7% | $14,255-61.1% | $7,344-24.4% |