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 | $122,362 | $181,894-32.7% | $156,549-21.8% | $273,961-55.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.54% | 30.74%-28.2pp | 32.23%-29.7pp | 41.45%-38.9pp |
| Employer contribution / active EE | $11,285 | $6,248+80.6% | $5,501+105.1% | $4,869+131.8% |
| Participant deferral / active EE | $7,140 | $5,550+28.7% | $4,871+46.6% | $5,287+35.1% |
| Admin fee / account holder | $2,093 | $15,559-86.5% | $13,027-83.9% | $10,132-79.3% |