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 | $133,281 | $95,803+39.1% | $113,168+17.8% | $84,808+57.2% |
| Participation rate | 70.3% | 72.9%-2.6pp | 76.6%-6.3pp | 68.3%+2.0pp |
| Annual return | 10.97% | 25.00%-14.0pp | 24.27%-13.3pp | 40.90%-29.9pp |
| Employer contribution / active EE | $1,718 | $2,360-27.2% | $2,975-42.3% | $2,631-34.7% |
| Participant deferral / active EE | $3,208 | $4,242-24.4% | $5,107-37.2% | $4,212-23.8% |
| Admin fee / account holder | $9,752 | $8,989+8.5% | $12,068-19.2% | $7,344+32.8% |