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 | $191,915 | $95,803+100.3% | $113,168+69.6% | $84,808+126.3% |
| Participation rate | 70.0% | 72.9%-2.9pp | 76.6%-6.6pp | 68.3%+1.7pp |
| Annual return | 8.59% | 25.00%-16.4pp | 24.27%-15.7pp | 40.90%-32.3pp |
| Employer contribution / active EE | $2,349 | $2,360-0.4% | $2,975-21.0% | $2,631-10.7% |
| Participant deferral / active EE | $5,614 | $4,242+32.3% | $5,107+9.9% | $4,212+33.3% |
| Admin fee / account holder | $4,335 | $8,989-51.8% | $12,068-64.1% | $7,344-41.0% |