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 | $174,286 | $72,012+142.0% | $185,823-6.2% | $79,858+118.2% |
| Participation rate | 75.9% | 65.8%+10.1pp | 78.0%-2.2pp | 69.6%+6.2pp |
| Annual return | 3.63% | 23.12%-19.5pp | 35.95%-32.3pp | 31.71%-28.1pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,385 | $3,779-63.4% | $5,632-75.4% | $3,740-63.0% |
| Admin fee / account holder | $702 | $4,513-84.4% | $9,500-92.6% | $5,306-86.8% |