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 | $117,004 | $181,894-35.7% | $156,549-25.3% | $273,961-57.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.66% | 30.74%-28.1pp | 32.23%-29.6pp | 41.45%-38.8pp |
| Employer contribution / active EE | $1,546 | $6,248-75.3% | $5,501-71.9% | $4,869-68.3% |
| Participant deferral / active EE | $4,000 | $5,550-27.9% | $4,871-17.9% | $5,287-24.3% |
| Admin fee / account holder | $3,554 | $15,559-77.2% | $13,027-72.7% | $10,132-64.9% |