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 | $156,871 | $95,803+63.7% | $113,168+38.6% | $84,808+85.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 9.27% | 25.00%-15.7pp | 24.27%-15.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $3,880 | $2,360+64.4% | $2,975+30.4% | $2,631+47.5% |
| Participant deferral / active EE | $5,880 | $4,242+38.6% | $5,107+15.1% | $4,212+39.6% |
| Admin fee / account holder | $6,597 | $8,989-26.6% | $12,068-45.3% | $7,344-10.2% |