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 | $138,015 | $148,978-7.4% | $200,582-31.2% | $84,808+62.7% |
| Participation rate | 88.4% | 84.2%+4.1pp | 86.9%+1.5pp | 68.3%+20.1pp |
| Annual return | 10.46% | 28.16%-17.7pp | 42.33%-31.9pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,875 | $4,815-61.1% | $6,419-70.8% | $2,631-28.7% |
| Participant deferral / active EE | $4,102 | $7,142-42.6% | $9,331-56.0% | $4,212-2.6% |
| Admin fee / account holder | $29,625 | $13,977+111.9% | $16,305+81.7% | $7,344+303.4% |