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 | $117,710 | $109,359+7.6% | $162,163-27.4% | $72,985+61.3% |
| Participation rate | 97.1% | 84.3%+12.8pp | 87.6%+9.5pp | 69.5%+27.6pp |
| Annual return | 14.70% | 25.46%-10.8pp | 115.59%-100.9pp | 81.00%-66.3pp |
| Employer contribution / active EE | $2,042 | $3,907-47.8% | $5,614-63.6% | $2,440-16.3% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $5,978 | $7,972-25.0% | $10,843-44.9% | $5,124+16.7% |