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 | $104,659 | $109,881-4.8% | $150,045-30.2% | $84,808+23.4% |
| Participation rate | 83.3% | 76.1%+7.2pp | 82.3%+1.0pp | 68.3%+15.0pp |
| Annual return | 12.16% | 28.25%-16.1pp | 62.55%-50.4pp | 40.90%-28.7pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,721 | $6,636+31.4% | $7,997+9.0% | $4,212+107.1% |
| Admin fee / account holder | $2,832 | $8,568-66.9% | $13,435-78.9% | $7,344-61.4% |