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 | $197,820 | $72,177+174.1% | $115,037+72.0% | $59,632+231.7% |
| Participation rate | 95.8% | 72.6%+23.2pp | 81.4%+14.4pp | 68.7%+27.1pp |
| Annual return | -2.70% | 12.02%-14.7pp | 26.14%-28.8pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $6,953 | $2,841+144.7% | $4,608+50.9% | $2,203+215.7% |
| Participant deferral / active EE | $6,443 | $4,783+34.7% | $6,026+6.9% | $3,192+101.9% |
| Admin fee / account holder | $23,028 | $4,927+367.4% | $8,175+181.7% | $4,297+435.9% |