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 | $127,702 | $91,190+40.0% | $178,490-28.5% | $79,858+59.9% |
| Participation rate | 78.9% | 69.2%+9.7pp | 81.9%-3.1pp | 69.6%+9.2pp |
| Annual return | 2.53% | 24.19%-21.7pp | 151.07%-148.5pp | 31.71%-29.2pp |
| Employer contribution / active EE | $2,556 | $3,256-21.5% | $5,011-49.0% | $2,471+3.5% |
| Participant deferral / active EE | $5,203 | $3,236+60.8% | $5,2020% | $3,740+39.1% |
| Admin fee / account holder | $52,328 | $6,751+675.1% | $13,984+274.2% | $5,306+886.1% |