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 | $124,599 | $106,749+16.7% | $145,433-14.3% | $82,448+51.1% |
| Participation rate | 70.0% | 75.6%-5.6pp | 82.1%-12.1pp | 68.1%+1.9pp |
| Annual return | 12.67% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,973 | $3,444-42.7% | $4,554-56.7% | $2,551-22.6% |
| Participant deferral / active EE | $6,275 | $6,519-3.7% | $7,897-20.5% | $4,139+51.6% |
| Admin fee / account holder | $14,997 | $8,390+78.7% | $13,129+14.2% | $7,234+107.3% |