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 | $114,308 | $106,749+7.1% | $145,433-21.4% | $82,448+38.6% |
| Participation rate | 89.7% | 75.6%+14.0pp | 82.1%+7.5pp | 68.1%+21.6pp |
| Annual return | 9.64% | 27.59%-17.9pp | 66.58%-56.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $2,743 | $3,444-20.4% | $4,554-39.8% | $2,551+7.5% |
| Participant deferral / active EE | $3,824 | $6,519-41.3% | $7,897-51.6% | $4,139-7.6% |
| Admin fee / account holder | $32,164 | $8,390+283.4% | $13,129+145.0% | $7,234+344.6% |