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 | $122,206 | $49,915+144.8% | $154,803-21.1% | $74,304+64.5% |
| Participation rate | 84.1% | 54.0%+30.1pp | 78.1%+6.0pp | 60.3%+23.7pp |
| Annual return | 10.55% | 34.06%-23.5pp | 58.88%-48.3pp | 29.43%-18.9pp |
| Employer contribution / active EE | $394 | $1,611-75.6% | $4,305-90.9% | $2,241-82.4% |
| Participant deferral / active EE | $4,969 | $2,255+120.4% | $5,540-10.3% | $3,767+31.9% |
| Admin fee / account holder | $9,058 | $2,189+313.8% | $14,329-36.8% | $2,969+205.1% |