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 | $172,061 | $62,127+177.0% | $81,382+111.4% | $74,495+131.0% |
| Participation rate | 72.3% | 64.0%+8.2pp | 69.5%+2.8pp | 67.2%+5.1pp |
| Annual return | 9.58% | 16.48%-6.9pp | 24.73%-15.2pp | 1364.94%-1355.4pp |
| Employer contribution / active EE | $2,752 | $1,882+46.2% | $2,463+11.7% | $2,623+4.9% |
| Participant deferral / active EE | $5,740 | $3,229+77.8% | $3,883+47.8% | $4,346+32.1% |
| Admin fee / account holder | $68,345 | $1,934+3433.1% | $5,768+1084.8% | $1,942+3419.8% |