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 | $186,568 | $95,803+94.7% | $113,168+64.9% | $84,808+120.0% |
| Participation rate | 81.8% | 72.9%+9.0pp | 76.6%+5.3pp | 68.3%+13.5pp |
| Annual return | 11.46% | 25.00%-13.5pp | 24.27%-12.8pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,721 | $2,360-27.1% | $2,975-42.2% | $2,631-34.6% |
| Participant deferral / active EE | $2,007 | $4,242-52.7% | $5,107-60.7% | $4,212-52.3% |
| Admin fee / account holder | $61,276 | $8,989+581.7% | $12,068+407.8% | $7,344+734.4% |