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 | $220,644 | $78,705+180.3% | $117,854+87.2% | $70,131+214.6% |
| Participation rate | 73.1% | 73.2%-0.1pp | 79.7%-6.6pp | 69.5%+3.5pp |
| Annual return | 11.19% | 23.30%-12.1pp | 335.08%-323.9pp | 73.14%-61.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,088 | $3,297+84.6% | $4,482+35.8% | $3,332+82.7% |
| Admin fee / account holder | $398 | $5,065-92.1% | $8,020-95.0% | $4,645-91.4% |