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 | $149,410 | $127,065+17.6% | $113,168+32.0% | $142,382+4.9% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 7.52% | 24.03%-16.5pp | 24.27%-16.7pp | 217.08%-209.6pp |
| Employer contribution / active EE | $1,793 | $3,442-47.9% | $2,975-39.7% | $4,299-58.3% |
| Participant deferral / active EE | $2,730 | $5,716-52.2% | $5,107-46.5% | $6,507-58.0% |
| Admin fee / account holder | $608 | $15,736-96.1% | $12,068-95.0% | $12,624-95.2% |