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 | $58,151 | $53,127+9.5% | $86,590-32.8% | $70,131-17.1% |
| Participation rate | 73.3% | 65.3%+8.0pp | 73.5%-0.2pp | 69.5%+3.8pp |
| Annual return | 8.04% | 27.66%-19.6pp | 964.84%-956.8pp | 73.14%-65.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $959 | $2,696-64.4% | $3,609-73.4% | $3,332-71.2% |
| Admin fee / account holder | $1,911 | $3,585-46.7% | $4,906-61.0% | $4,645-58.9% |