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 | $105,461 | $102,605+2.8% | $145,661-27.6% | $84,808+24.4% |
| Participation rate | 79.7% | 74.3%+5.4pp | 77.2%+2.5pp | 68.3%+11.4pp |
| Annual return | 10.42% | 26.50%-16.1pp | 101.46%-91.0pp | 40.90%-30.5pp |
| Employer contribution / active EE | $5,469 | $3,325+64.5% | $4,238+29.1% | $2,631+107.9% |
| Participant deferral / active EE | $2,151 | $5,750-62.6% | $7,198-70.1% | $4,212-48.9% |
| Admin fee / account holder | $21,104 | $8,758+141.0% | $12,466+69.3% | $7,344+187.4% |