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 | $101,547 | $181,894-44.2% | $156,549-35.1% | $273,961-62.9% |
| Participation rate | 72.2% | 88.4%-16.2pp | 84.0%-11.8pp | 83.0%-10.8pp |
| Annual return | -4.48% | 30.74%-35.2pp | 32.23%-36.7pp | 41.45%-45.9pp |
| Employer contribution / active EE | $2,647 | $6,248-57.6% | $5,501-51.9% | $4,869-45.6% |
| Participant deferral / active EE | $6,659 | $5,550+20.0% | $4,871+36.7% | $5,287+25.9% |
| Admin fee / account holder | $16,419 | $15,559+5.5% | $13,027+26.0% | $10,132+62.0% |