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 | $111,079 | $123,793-10.3% | $177,821-37.5% | $79,858+39.1% |
| Participation rate | 94.6% | 84.7%+9.9pp | 87.7%+6.9pp | 69.6%+25.0pp |
| Annual return | 8.01% | 22.82%-14.8pp | 48.32%-40.3pp | 31.71%-23.7pp |
| Employer contribution / active EE | $10,336 | $4,095+152.4% | $5,918+74.6% | $2,471+318.3% |
| Participant deferral / active EE | $3,972 | $5,956-33.3% | $7,714-48.5% | $3,740+6.2% |
| Admin fee / account holder | $1,638 | $7,243-77.4% | $12,427-86.8% | $5,306-69.1% |