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 | $94,324 | $181,894-48.1% | $156,549-39.7% | $273,961-65.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 1.03% | 30.74%-29.7pp | 32.23%-31.2pp | 41.45%-40.4pp |
| Employer contribution / active EE | $2,198 | $6,248-64.8% | $5,501-60.0% | $4,869-54.9% |
| Participant deferral / active EE | $5,664 | $5,550+2.1% | $4,871+16.3% | $5,287+7.1% |
| Admin fee / account holder | $12,588 | $15,559-19.1% | $13,027-3.4% | $10,132+24.2% |