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 | $162,788 | $181,894-10.5% | $156,549+4.0% | $273,961-40.6% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 2.73% | 30.74%-28.0pp | 32.23%-29.5pp | 41.45%-38.7pp |
| Employer contribution / active EE | $6,020 | $6,248-3.6% | $5,501+9.4% | $4,869+23.7% |
| Participant deferral / active EE | $7,767 | $5,550+39.9% | $4,871+59.5% | $5,287+46.9% |
| Admin fee / account holder | $2,989 | $15,559-80.8% | $13,027-77.1% | $10,132-70.5% |