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 | $123,764 | $106,749+15.9% | $145,433-14.9% | $82,448+50.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 5.91% | 27.59%-21.7pp | 66.58%-60.7pp | 41.64%-35.7pp |
| Employer contribution / active EE | $3,044 | $3,444-11.6% | $4,554-33.2% | $2,551+19.3% |
| Participant deferral / active EE | $5,031 | $6,519-22.8% | $7,897-36.3% | $4,139+21.5% |
| Admin fee / account holder | $9,446 | $8,390+12.6% | $13,129-28.0% | $7,234+30.6% |