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 | $137,399 | $138,347-0.7% | $184,203-25.4% | $80,856+69.9% |
| Participation rate | 72.7% | 83.9%-11.1pp | 86.8%-14.1pp | 67.6%+5.1pp |
| Annual return | 10.16% | 20.02%-9.9pp | 28.81%-18.7pp | 35.59%-25.4pp |
| Employer contribution / active EE | $3,246 | $4,850-33.1% | $6,427-49.5% | $2,755+17.8% |
| Participant deferral / active EE | $5,875 | $7,071-16.9% | $9,131-35.7% | $4,296+36.8% |
| Admin fee / account holder | $21,749 | $10,483+107.5% | $13,901+56.5% | $6,918+214.4% |