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 | $143,714 | $146,267-1.7% | $197,124-27.1% | $82,448+74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 11.77% | 29.61%-17.8pp | 44.34%-32.6pp | 41.64%-29.9pp |
| Employer contribution / active EE | $2,111 | $4,723-55.3% | $6,227-66.1% | $2,551-17.2% |
| Participant deferral / active EE | $4,422 | $7,035-37.1% | $9,135-51.6% | $4,139+6.8% |
| Admin fee / account holder | $10,639 | $14,422-26.2% | $16,298-34.7% | $7,234+47.1% |