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 | $114,701 | $138,347-17.1% | $184,203-37.7% | $80,856+41.9% |
| Participation rate | 95.8% | 83.9%+12.0pp | 86.8%+9.0pp | 67.6%+28.2pp |
| Annual return | 10.88% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $2,444 | $4,850-49.6% | $6,427-62.0% | $2,755-11.3% |
| Participant deferral / active EE | $5,307 | $7,071-24.9% | $9,131-41.9% | $4,296+23.5% |
| Admin fee / account holder | $5,401 | $10,483-48.5% | $13,901-61.1% | $6,918-21.9% |