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 | $147,169 | $78,422+87.7% | $95,952+53.4% | $79,858+84.3% |
| Participation rate | 71.4% | 73.5%-2.1pp | 77.1%-5.6pp | 69.6%+1.8pp |
| Annual return | 8.62% | 19.37%-10.8pp | 91.61%-83.0pp | 31.71%-23.1pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,758 | $3,440+9.2% | $4,167-9.8% | $3,740+0.5% |
| Admin fee / account holder | $18,738 | $5,622+233.3% | $6,795+175.7% | $5,306+253.1% |