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 | $159,936 | $123,793+29.2% | $177,821-10.1% | $79,858+100.3% |
| Participation rate | 73.1% | 84.7%-11.6pp | 87.7%-14.6pp | 69.6%+3.4pp |
| Annual return | 10.62% | 22.82%-12.2pp | 48.32%-37.7pp | 31.71%-21.1pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $15,593 | $5,956+161.8% | $7,714+102.1% | $3,740+316.9% |
| Admin fee / account holder | $25,000 | $7,243+245.2% | $12,427+101.2% | $5,306+371.1% |