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 | $111,378 | $109,413+1.8% | $156,263-28.7% | $84,808+31.3% |
| Participation rate | 91.8% | 72.7%+19.1pp | 78.9%+12.9pp | 68.3%+23.5pp |
| Annual return | 6.81% | 20.18%-13.4pp | 59.47%-52.7pp | 40.90%-34.1pp |
| Employer contribution / active EE | $2,850 | $2,907-2.0% | $4,333-34.2% | $2,631+8.3% |
| Participant deferral / active EE | $5,680 | $4,590+23.8% | $6,158-7.8% | $4,212+34.9% |
| Admin fee / account holder | $3,617 | $9,357-61.3% | $14,255-74.6% | $7,344-50.7% |