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 | $131,339 | $215,361-39.0% | $171,082-23.2% | $273,961-52.1% |
| Participation rate | 87.5% | 82.0%+5.5pp | 76.7%+10.8pp | 83.0%+4.5pp |
| Annual return | -2.71% | 25.14%-27.9pp | 32.56%-35.3pp | 41.45%-44.2pp |
| Employer contribution / active EE | $10,266 | $4,967+106.7% | $4,002+156.5% | $4,869+110.9% |
| Participant deferral / active EE | $14,228 | $5,543+156.7% | $4,797+196.6% | $5,287+169.1% |
| Admin fee / account holder | $20,263 | $10,846+86.8% | $8,520+137.8% | $10,132+100.0% |