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 | $237,459 | $67,606+251.2% | $82,313+188.5% | $70,131+238.6% |
| Participation rate | 77.3% | 72.8%+4.5pp | 76.9%+0.4pp | 69.5%+7.7pp |
| Annual return | 6.68% | 21.57%-14.9pp | 25.88%-19.2pp | 73.14%-66.5pp |
| Employer contribution / active EE | $2,507 | $1,755+42.8% | $2,428+3.2% | $2,342+7.0% |
| Participant deferral / active EE | $5,464 | $2,987+82.9% | $3,706+47.4% | $3,332+64.0% |
| Admin fee / account holder | $2,509 | $4,512-44.4% | $5,608-55.3% | $4,645-46.0% |