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 | $179,127 | $89,753+99.6% | $107,525+66.6% | $84,808+111.2% |
| Participation rate | 78.8% | 68.1%+10.8pp | 75.1%+3.8pp | 68.3%+10.5pp |
| Annual return | 10.04% | 29.48%-19.4pp | 181.32%-171.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $1,787 | $3,113-42.6% | $3,754-52.4% | $2,631-32.1% |
| Participant deferral / active EE | $3,978 | $4,056-1.9% | $5,116-22.2% | $4,212-5.6% |
| Admin fee / account holder | $23,614 | $7,222+227.0% | $8,919+164.8% | $7,344+221.5% |