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 | $148,332 | $181,894-18.5% | $156,549-5.2% | $273,961-45.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.64% | 30.74%-28.1pp | 32.23%-29.6pp | 41.45%-38.8pp |
| Employer contribution / active EE | $3,372 | $6,248-46.0% | $5,501-38.7% | $4,869-30.8% |
| Participant deferral / active EE | $3,904 | $5,550-29.7% | $4,871-19.9% | $5,287-26.2% |
| Admin fee / account holder | $5,465 | $15,559-64.9% | $13,027-58.1% | $10,132-46.1% |