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 | $163,451 | $80,673+102.6% | $101,326+61.3% | $84,808+92.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 81.5%-10.1pp | 68.3%+3.1pp |
| Annual return | 13.94% | 38.95%-25.0pp | 36.82%-22.9pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,432 | $2,698-46.9% | $3,665-60.9% | $2,631-45.6% |
| Participant deferral / active EE | $4,406 | $6,840-35.6% | $7,994-44.9% | $4,212+4.6% |
| Admin fee / account holder | $12,233 | $12,784-4.3% | $11,185+9.4% | $7,344+66.6% |