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 | $193,126 | $89,753+115.2% | $107,525+79.6% | $84,808+127.7% |
| Participation rate | 85.7% | 68.1%+17.7pp | 75.1%+10.6pp | 68.3%+17.4pp |
| Annual return | 12.18% | 29.48%-17.3pp | 181.32%-169.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,737 | $4,056+66.1% | $5,116+31.7% | $4,212+60.0% |
| Admin fee / account holder | $54,183 | $7,222+650.2% | $8,919+507.5% | $7,344+637.8% |