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 | $105,748 | $109,413-3.3% | $156,263-32.3% | $84,808+24.7% |
| Participation rate | 95.6% | 72.7%+22.9pp | 78.9%+16.7pp | 68.3%+27.3pp |
| Annual return | 6.45% | 20.18%-13.7pp | 59.47%-53.0pp | 40.90%-34.4pp |
| Employer contribution / active EE | $1,824 | $2,907-37.3% | $4,333-57.9% | $2,631-30.7% |
| Participant deferral / active EE | $6,614 | $4,590+44.1% | $6,158+7.4% | $4,212+57.0% |
| Admin fee / account holder | $2,578 | $9,357-72.4% | $14,255-81.9% | $7,344-64.9% |