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 | $135,532 | $109,359+23.9% | $162,163-16.4% | $72,985+85.7% |
| Participation rate | 97.4% | 84.3%+13.1pp | 87.6%+9.8pp | 69.5%+27.9pp |
| Annual return | 5.52% | 25.46%-19.9pp | 115.59%-110.1pp | 81.00%-75.5pp |
| Employer contribution / active EE | $5,769 | $3,907+47.6% | $5,614+2.8% | $2,440+136.4% |
| Participant deferral / active EE | $6,308 | $5,481+15.1% | $7,298-13.6% | $3,607+74.9% |
| Admin fee / account holder | $31,517 | $7,972+295.4% | $10,843+190.7% | $5,124+515.0% |