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 | $142,929 | $49,922+186.3% | $80,569+77.4% | $75,163+90.2% |
| Participation rate | 78.6% | 55.3%+23.3pp | 67.0%+11.6pp | 67.2%+11.4pp |
| Annual return | 11.96% | 34.69%-22.7pp | 935.43%-923.5pp | 160.62%-148.7pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,723-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,153 | $2,990+105.8% | $4,447+38.4% | $4,125+49.2% |
| Admin fee / account holder | $3,713 | $3,577+3.8% | $5,377-30.9% | $5,651-34.3% |