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 | $161,962 | $65,395+147.7% | $182,532-11.3% | $72,985+121.9% |
| Participation rate | 82.1% | 65.4%+16.7pp | 78.0%+4.2pp | 69.5%+12.7pp |
| Annual return | 5.28% | 27.68%-22.4pp | 148.54%-143.3pp | 81.00%-75.7pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,517 | $3,563-57.4% | $5,524-72.5% | $3,607-57.9% |
| Admin fee / account holder | $2,700 | $4,245-36.4% | $8,592-68.6% | $5,124-47.3% |