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 | $178,229 | $73,787+141.5% | $98,716+80.5% | $82,448+116.2% |
| Participation rate | 81.1% | 61.4%+19.7pp | 69.3%+11.8pp | 68.1%+13.0pp |
| Annual return | 5.26% | 18.57%-13.3pp | 31.81%-26.5pp | 41.64%-36.4pp |
| Employer contribution / active EE | $365 | $1,511-75.8% | $2,279-84.0% | $2,551-85.7% |
| Participant deferral / active EE | $4,765 | $3,081+54.6% | $4,048+17.7% | $4,139+15.1% |
| Admin fee / account holder | $17,246 | $6,500+165.3% | $8,703+98.2% | $7,234+138.4% |