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 | $105,157 | $95,803+9.8% | $113,168-7.1% | $84,808+24.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.20% | 25.00%-15.8pp | 24.27%-15.1pp | 40.90%-31.7pp |
| Employer contribution / active EE | $1,220 | $2,360-48.3% | $2,975-59.0% | $2,631-53.6% |
| Participant deferral / active EE | $3,890 | $4,242-8.3% | $5,107-23.8% | $4,212-7.6% |
| Admin fee / account holder | $34,178 | $8,989+280.2% | $12,068+183.2% | $7,344+365.4% |