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 | $226,088 | $95,803+136.0% | $113,168+99.8% | $84,808+166.6% |
| Participation rate | 76.0% | 72.9%+3.1pp | 76.6%-0.6pp | 68.3%+7.7pp |
| Annual return | 10.68% | 25.00%-14.3pp | 24.27%-13.6pp | 40.90%-30.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,445 | $4,242+99.1% | $5,107+65.4% | $4,212+100.5% |
| Admin fee / account holder | $54,823 | $8,989+509.9% | $12,068+354.3% | $7,344+646.5% |