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 | $68,668 | $72,277-5.0% | $101,248-32.2% | $79,858-14.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.69% | 22.30%-13.6pp | 46.47%-37.8pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,713 | $2,692-36.4% | $3,660-53.2% | $2,471-30.7% |
| Participant deferral / active EE | $4,182 | $3,282+27.4% | $4,370-4.3% | $3,740+11.8% |
| Admin fee / account holder | $1,153 | $4,400-73.8% | $5,945-80.6% | $5,306-78.3% |