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 | $162,827 | $67,606+140.8% | $82,313+97.8% | $70,131+132.2% |
| Participation rate | 80.9% | 72.8%+8.1pp | 76.9%+4.0pp | 69.5%+11.3pp |
| Annual return | 8.76% | 21.57%-12.8pp | 25.88%-17.1pp | 73.14%-64.4pp |
| Employer contribution / active EE | $683 | $1,755-61.1% | $2,428-71.9% | $2,342-70.8% |
| Participant deferral / active EE | $2,168 | $2,987-27.4% | $3,706-41.5% | $3,332-34.9% |
| Admin fee / account holder | $14,146 | $4,512+213.5% | $5,608+152.3% | $4,645+204.5% |