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 | $105,919 | $148,978-28.9% | $200,582-47.2% | $84,808+24.9% |
| Participation rate | 97.3% | 84.2%+13.1pp | 86.9%+10.4pp | 68.3%+29.0pp |
| Annual return | 11.73% | 28.16%-16.4pp | 42.33%-30.6pp | 40.90%-29.2pp |
| Employer contribution / active EE | $2,547 | $4,815-47.1% | $6,419-60.3% | $2,631-3.2% |
| Participant deferral / active EE | $0 | $7,142-100.0% | $9,331-100.0% | $4,212-100.0% |
| Admin fee / account holder | $10,036 | $13,977-28.2% | $16,305-38.4% | $7,344+36.7% |