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 | $113,352 | $101,763+11.4% | $164,866-31.2% | $80,874+40.2% |
| Participation rate | 77.8% | 71.8%+6.0pp | 78.6%-0.8pp | 67.6%+10.1pp |
| Annual return | 5.31% | 16.73%-11.4pp | 69.97%-64.7pp | 35.62%-30.3pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,692 | $4,477+4.8% | $6,033-22.2% | $4,297+9.2% |
| Admin fee / account holder | $18,804 | $8,228+128.5% | $12,689+48.2% | $6,935+171.1% |