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 | $134,092 | $95,803+40.0% | $113,168+18.5% | $84,808+58.1% |
| Participation rate | 71.9% | 72.9%-1.0pp | 76.6%-4.7pp | 68.3%+3.6pp |
| Annual return | 12.02% | 25.00%-13.0pp | 24.27%-12.2pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,295 | $2,360-45.1% | $2,975-56.5% | $2,631-50.8% |
| Participant deferral / active EE | $3,750 | $4,242-11.6% | $5,107-26.6% | $4,212-10.9% |
| Admin fee / account holder | $17,832 | $8,989+98.4% | $12,068+47.8% | $7,344+142.8% |