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 | $212,356 | $43,075+393.0% | $74,583+184.7% | $62,891+237.7% |
| Participation rate | 96.2% | 58.1%+38.1pp | 68.1%+28.0pp | 69.3%+26.8pp |
| Annual return | 4.47% | 17.50%-13.0pp | 20.47%-16.0pp | 20.14%-15.7pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $8,093 | $2,389+238.7% | $3,458+134.0% | $3,203+152.7% |
| Admin fee / account holder | $6,135 | $2,840+116.0% | $4,138+48.3% | $4,296+42.8% |