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 | $107,411 | $89,753+19.7% | $107,525-0.1% | $84,808+26.7% |
| Participation rate | 71.4% | 68.1%+3.4pp | 75.1%-3.6pp | 68.3%+3.1pp |
| Annual return | 8.78% | 29.48%-20.7pp | 181.32%-172.5pp | 40.90%-32.1pp |
| Employer contribution / active EE | $2,063 | $3,113-33.7% | $3,754-45.0% | $2,631-21.6% |
| Participant deferral / active EE | $3,612 | $4,056-11.0% | $5,116-29.4% | $4,212-14.2% |
| Admin fee / account holder | $12,905 | $7,222+78.7% | $8,919+44.7% | $7,344+75.7% |