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 | $122,305 | $106,749+14.6% | $145,433-15.9% | $82,448+48.3% |
| Participation rate | 82.6% | 75.6%+7.0pp | 82.1%+0.5pp | 68.1%+14.5pp |
| Annual return | 13.59% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $2,595 | $3,444-24.6% | $4,554-43.0% | $2,551+1.7% |
| Participant deferral / active EE | $4,880 | $6,519-25.1% | $7,897-38.2% | $4,139+17.9% |
| Admin fee / account holder | $4,517 | $8,390-46.2% | $13,129-65.6% | $7,234-37.6% |