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 | $127,238 | $68,719+85.2% | $91,541+39.0% | $84,808+50.0% |
| Participation rate | 78.6% | 64.5%+14.1pp | 69.8%+8.8pp | 68.3%+10.3pp |
| Annual return | 12.37% | 19.12%-6.7pp | 20.50%-8.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $826 | $1,920-57.0% | $2,505-67.0% | $2,631-68.6% |
| Participant deferral / active EE | $4,821 | $3,136+53.7% | $4,008+20.3% | $4,212+14.5% |
| Admin fee / account holder | $26,301 | $5,786+354.5% | $6,956+278.1% | $7,344+258.1% |