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 | $206,476 | $90,745+127.5% | $130,231+58.5% | $75,163+174.7% |
| Participation rate | 98.2% | 71.1%+27.2pp | 76.3%+22.0pp | 67.2%+31.1pp |
| Annual return | 7.26% | 34.45%-27.2pp | 38.77%-31.5pp | 160.62%-153.4pp |
| Employer contribution / active EE | $2,687 | $3,314-18.9% | $4,126-34.9% | $2,670+0.6% |
| Participant deferral / active EE | $0 | $5,362-100.0% | $6,799-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,578 | $6,331-75.1% | $6,020-73.8% | $5,651-72.1% |