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 | $114,106 | $138,347-17.5% | $184,203-38.1% | $80,856+41.1% |
| Participation rate | 97.2% | 83.9%+13.4pp | 86.8%+10.4pp | 67.6%+29.6pp |
| Annual return | 8.00% | 20.02%-12.0pp | 28.81%-20.8pp | 35.59%-27.6pp |
| Employer contribution / active EE | $2,582 | $4,850-46.8% | $6,427-59.8% | $2,755-6.3% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $8,608 | $10,483-17.9% | $13,901-38.1% | $6,918+24.4% |