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 | $115,750 | $181,894-36.4% | $156,549-26.1% | $273,961-57.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 0.91% | 30.74%-29.8pp | 32.23%-31.3pp | 41.45%-40.5pp |
| Employer contribution / active EE | $5,973 | $6,248-4.4% | $5,501+8.6% | $4,869+22.7% |
| Participant deferral / active EE | $3,801 | $5,550-31.5% | $4,871-22.0% | $5,287-28.1% |
| Admin fee / account holder | $14,210 | $15,559-8.7% | $13,027+9.1% | $10,132+40.3% |