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 | $240,595 | $67,606+255.9% | $82,313+192.3% | $70,131+243.1% |
| Participation rate | 93.8% | 72.8%+21.0pp | 76.9%+16.9pp | 69.5%+24.2pp |
| Annual return | 10.62% | 21.57%-10.9pp | 25.88%-15.3pp | 73.14%-62.5pp |
| Employer contribution / active EE | $986 | $1,755-43.8% | $2,428-59.4% | $2,342-57.9% |
| Participant deferral / active EE | $7,282 | $2,987+143.8% | $3,706+96.5% | $3,332+118.6% |
| Admin fee / account holder | $28,482 | $4,512+531.2% | $5,608+407.9% | $4,645+513.1% |