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 | $77,498 | $88,672-12.6% | $105,223-26.3% | $82,448-6.0% |
| Participation rate | 93.2% | 67.9%+25.3pp | 75.0%+18.2pp | 68.1%+25.2pp |
| Annual return | 10.18% | 30.86%-20.7pp | 180.65%-170.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,844 | $3,048-39.5% | $3,689-50.0% | $2,551-27.7% |
| Participant deferral / active EE | $3,758 | $4,036-6.9% | $5,072-25.9% | $4,139-9.2% |
| Admin fee / account holder | $17,644 | $7,146+146.9% | $8,859+99.2% | $7,234+143.9% |