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 | $126,463 | $95,803+32.0% | $113,168+11.7% | $84,808+49.1% |
| Participation rate | 79.4% | 72.9%+6.5pp | 76.6%+2.8pp | 68.3%+11.1pp |
| Annual return | 9.42% | 25.00%-15.6pp | 24.27%-14.8pp | 40.90%-31.5pp |
| Employer contribution / active EE | $1,553 | $2,360-34.2% | $2,975-47.8% | $2,631-41.0% |
| Participant deferral / active EE | $5,786 | $4,242+36.4% | $5,107+13.3% | $4,212+37.4% |
| Admin fee / account holder | $28,509 | $8,989+217.2% | $12,068+136.2% | $7,344+288.2% |