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 | $110,542 | $95,803+15.4% | $113,168-2.3% | $84,808+30.3% |
| Participation rate | 70.2% | 72.9%-2.7pp | 76.6%-6.4pp | 68.3%+1.9pp |
| Annual return | 10.44% | 25.00%-14.6pp | 24.27%-13.8pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,517 | $2,360+49.0% | $2,975+18.2% | $2,631+33.7% |
| Participant deferral / active EE | $6,231 | $4,242+46.9% | $5,107+22.0% | $4,212+48.0% |
| Admin fee / account holder | $24,236 | $8,989+169.6% | $12,068+100.8% | $7,344+230.0% |