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 | $193,731 | $63,764+203.8% | $81,930+136.5% | $79,858+142.6% |
| Participation rate | 96.7% | 67.5%+29.2pp | 72.0%+24.7pp | 69.6%+27.0pp |
| Annual return | 0.67% | 22.66%-22.0pp | 29.49%-28.8pp | 31.71%-31.0pp |
| Employer contribution / active EE | $2,516 | $1,795+40.1% | $4,310-41.6% | $2,471+1.8% |
| Participant deferral / active EE | $10,965 | $2,780+294.3% | $7,107+54.3% | $3,740+193.2% |
| Admin fee / account holder | $33,099 | $4,426+647.8% | $5,158+541.7% | $5,306+523.8% |