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 | $139,319 | $72,277+92.8% | $101,248+37.6% | $79,858+74.5% |
| Participation rate | 70.0% | 68.5%+1.5pp | 75.8%-5.8pp | 69.6%+0.4pp |
| Annual return | 7.13% | 22.30%-15.2pp | 46.47%-39.3pp | 31.71%-24.6pp |
| Employer contribution / active EE | $713 | $2,692-73.5% | $3,660-80.5% | $2,471-71.2% |
| Participant deferral / active EE | $4,734 | $3,282+44.3% | $4,370+8.3% | $3,740+26.6% |
| Admin fee / account holder | $18,186 | $4,400+313.3% | $5,945+205.9% | $5,306+242.7% |