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 | $23,236 | $159,602-85.4% | $150,045-84.5% | $142,382-83.7% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.3%+2.3pp | 80.1%+4.5pp |
| Annual return | 5.94% | 70.24%-64.3pp | 62.55%-56.6pp | 217.08%-211.1pp |
| Employer contribution / active EE | $1,187 | $4,961-76.1% | $4,693-74.7% | $4,299-72.4% |
| Participant deferral / active EE | $2,973 | $8,310-64.2% | $7,997-62.8% | $6,507-54.3% |
| Admin fee / account holder | $37,162 | $14,846+150.3% | $13,435+176.6% | $12,624+194.4% |