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 | $176,562 | $76,552+130.6% | $123,892+42.5% | $62,891+180.7% |
| Participation rate | 96.7% | 73.0%+23.7pp | 81.4%+15.3pp | 69.3%+27.4pp |
| Annual return | -3.10% | 18.68%-21.8pp | 47.52%-50.6pp | 20.14%-23.2pp |
| Employer contribution / active EE | $3,405 | $2,883+18.1% | $4,617-26.2% | $2,281+49.3% |
| Participant deferral / active EE | $8,264 | $4,840+70.8% | $5,984+38.1% | $3,203+158.0% |
| Admin fee / account holder | $25,779 | $4,826+434.2% | $8,357+208.5% | $4,296+500.1% |