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 | $114,330 | $214,378-46.7% | $200,582-43.0% | $142,382-19.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 10.91% | 46.41%-35.5pp | 42.33%-31.4pp | 217.08%-206.2pp |
| Employer contribution / active EE | $1,812 | $6,841-73.5% | $6,419-71.8% | $4,299-57.8% |
| Participant deferral / active EE | $4,026 | $9,865-59.2% | $9,331-56.9% | $6,507-38.1% |
| Admin fee / account holder | $20,362 | $17,692+15.1% | $16,305+24.9% | $12,624+61.3% |