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 | $176,497 | $86,286+104.5% | $111,297+58.6% | $85,850+105.6% |
| Participation rate | 82.4% | 73.3%+9.0pp | 77.3%+5.0pp | 69.3%+13.0pp |
| Annual return | 10.24% | 19.99%-9.7pp | 54.65%-44.4pp | 318.53%-308.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,693 | $3,641-26.0% | $4,487-40.0% | $3,952-31.9% |
| Admin fee / account holder | $6,614 | $8,188-19.2% | $7,964-17.0% | $6,260+5.7% |