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 | $173,572 | $106,515+63.0% | $96,683+79.5% | $139,434+24.5% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 9.31% | 38.43%-29.1pp | 35.69%-26.4pp | 372.94%-363.6pp |
| Employer contribution / active EE | $2,805 | $4,103-31.6% | $3,737-24.9% | $4,751-41.0% |
| Participant deferral / active EE | $9,855 | $5,454+80.7% | $4,878+102.0% | $6,710+46.9% |
| Admin fee / account holder | $5,703 | $7,877-27.6% | $6,730-15.3% | $11,403-50.0% |