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 | $213,583 | $124,425+71.7% | $112,040+90.6% | $137,256+55.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 9.59% | 24.72%-15.1pp | 24.52%-14.9pp | 220.34%-210.8pp |
| Employer contribution / active EE | $2,129 | $3,411-37.6% | $2,954-27.9% | $4,156-48.8% |
| Participant deferral / active EE | $4,925 | $5,718-13.9% | $5,098-3.4% | $6,407-23.1% |
| Admin fee / account holder | $5,454 | $15,207-64.1% | $12,098-54.9% | $12,270-55.6% |