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 | $111,817 | $109,413+2.2% | $156,263-28.4% | $84,808+31.8% |
| Participation rate | 81.5% | 72.7%+8.8pp | 78.9%+2.6pp | 68.3%+13.2pp |
| Annual return | 11.54% | 20.18%-8.6pp | 59.47%-47.9pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,304 | $2,907-55.2% | $4,333-69.9% | $2,631-50.5% |
| Participant deferral / active EE | $3,698 | $4,590-19.4% | $6,158-39.9% | $4,212-12.2% |
| Admin fee / account holder | $18,636 | $9,357+99.2% | $14,255+30.7% | $7,344+153.8% |