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 | $112,128 | $138,347-19.0% | $184,203-39.1% | $80,856+38.7% |
| Participation rate | 93.4% | 83.9%+9.5pp | 86.8%+6.6pp | 67.6%+25.8pp |
| Annual return | 9.95% | 20.02%-10.1pp | 28.81%-18.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $3,254 | $4,850-32.9% | $6,427-49.4% | $2,755+18.1% |
| Participant deferral / active EE | $7,504 | $7,071+6.1% | $9,131-17.8% | $4,296+74.7% |
| Admin fee / account holder | $17,698 | $10,483+68.8% | $13,901+27.3% | $6,918+155.8% |