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 | $147,975 | $118,450+24.9% | $98,439+50.3% | $139,434+6.1% |
| Participation rate | 72.2% | 77.4%-5.2pp | 75.2%-2.9pp | 80.3%-8.1pp |
| Annual return | 6.00% | 18.94%-12.9pp | 21.16%-15.2pp | 372.94%-366.9pp |
| Employer contribution / active EE | $971 | $3,609-73.1% | $3,048-68.1% | $4,751-79.6% |
| Participant deferral / active EE | $2,609 | $5,392-51.6% | $4,738-44.9% | $6,710-61.1% |
| Admin fee / account holder | $5,773 | $14,026-58.8% | $8,948-35.5% | $11,403-49.4% |