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 | $104,158 | $89,753+16.0% | $107,525-3.1% | $84,808+22.8% |
| Participation rate | 75.0% | 68.1%+6.9pp | 75.1%-0.1pp | 68.3%+6.7pp |
| Annual return | 12.44% | 29.48%-17.0pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $3,593 | $3,113+15.4% | $3,754-4.3% | $2,631+36.6% |
| Participant deferral / active EE | $4,536 | $4,056+11.8% | $5,116-11.3% | $4,212+7.7% |
| Admin fee / account holder | $12,157 | $7,222+68.3% | $8,919+36.3% | $7,344+65.5% |