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 | $108,311 | $148,978-27.3% | $200,582-46.0% | $84,808+27.7% |
| Participation rate | 94.9% | 84.2%+10.7pp | 86.9%+8.0pp | 68.3%+26.6pp |
| Annual return | 13.07% | 28.16%-15.1pp | 42.33%-29.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $2,057 | $4,815-57.3% | $6,419-68.0% | $2,631-21.8% |
| Participant deferral / active EE | $4,160 | $7,142-41.7% | $9,331-55.4% | $4,212-1.2% |
| Admin fee / account holder | $16,238 | $13,977+16.2% | $16,305-0.4% | $7,344+121.1% |