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 | $195,528 | $89,753+117.9% | $107,525+81.8% | $84,808+130.6% |
| Participation rate | 77.8% | 68.1%+9.7pp | 75.1%+2.7pp | 68.3%+9.5pp |
| Annual return | 10.18% | 29.48%-19.3pp | 181.32%-171.1pp | 40.90%-30.7pp |
| Employer contribution / active EE | $1,328 | $3,113-57.4% | $3,754-64.6% | $2,631-49.5% |
| Participant deferral / active EE | $6,800 | $4,056+67.6% | $5,116+32.9% | $4,212+61.4% |
| Admin fee / account holder | $29,675 | $7,222+310.9% | $8,919+232.7% | $7,344+304.1% |