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 | $157,169 | $95,803+64.1% | $113,168+38.9% | $84,808+85.3% |
| Participation rate | 77.6% | 72.9%+4.7pp | 76.6%+1.0pp | 68.3%+9.2pp |
| Annual return | 12.01% | 25.00%-13.0pp | 24.27%-12.3pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,749 | $2,360-25.9% | $2,975-41.2% | $2,631-33.5% |
| Participant deferral / active EE | $5,614 | $4,242+32.3% | $5,107+9.9% | $4,212+33.3% |
| Admin fee / account holder | $19,029 | $8,989+111.7% | $12,068+57.7% | $7,344+159.1% |