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 | $174,480 | $109,413+59.5% | $156,263+11.7% | $84,808+105.7% |
| Participation rate | 81.8% | 72.7%+9.1pp | 78.9%+2.9pp | 68.3%+13.5pp |
| Annual return | 7.05% | 20.18%-13.1pp | 59.47%-52.4pp | 40.90%-33.8pp |
| Employer contribution / active EE | $1,318 | $2,907-54.7% | $4,333-69.6% | $2,631-49.9% |
| Participant deferral / active EE | $3,039 | $4,590-33.8% | $6,158-50.6% | $4,212-27.8% |
| Admin fee / account holder | $23,235 | $9,357+148.3% | $14,255+63.0% | $7,344+216.4% |