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 | $142,221 | $68,573+107.4% | $120,368+18.2% | $80,874+75.9% |
| Participation rate | 73.5% | 61.6%+11.9pp | 71.9%+1.6pp | 67.6%+5.9pp |
| Annual return | 6.40% | 23.61%-17.2pp | 107.26%-100.9pp | 35.62%-29.2pp |
| Employer contribution / active EE | $1,188 | $2,052-42.1% | $3,465-65.7% | $2,756-56.9% |
| Participant deferral / active EE | $1,625 | $3,174-48.8% | $4,991-67.4% | $4,297-62.2% |
| Admin fee / account holder | $2,828 | $5,734-50.7% | $9,429-70.0% | $6,935-59.2% |