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 | $183,925 | $108,825+69.0% | $156,181+17.8% | $82,448+123.1% |
| Participation rate | 89.1% | 72.4%+16.7pp | 78.8%+10.2pp | 68.1%+21.0pp |
| Annual return | 10.45% | 20.59%-10.1pp | 64.87%-54.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $1,474 | $2,870-48.6% | $4,294-65.7% | $2,551-42.2% |
| Participant deferral / active EE | $3,347 | $4,577-26.9% | $6,132-45.4% | $4,139-19.1% |
| Admin fee / account holder | $7,258 | $9,341-22.3% | $14,586-50.2% | $7,234+0.3% |