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 | $110,503 | $154,117-28.3% | $129,995-15.0% | $139,434-20.7% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 8.07% | 32.48%-24.4pp | -137.18%+145.2pp | 372.94%-364.9pp |
| Employer contribution / active EE | $1,643 | $5,289-68.9% | $4,320-62.0% | $4,751-65.4% |
| Participant deferral / active EE | $2,587 | $6,710-61.5% | $5,820-55.6% | $6,710-61.5% |
| Admin fee / account holder | $46,600 | $14,007+232.7% | $10,614+339.0% | $11,403+308.7% |