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 | $119,904 | $95,803+25.2% | $113,168+6.0% | $84,808+41.4% |
| Participation rate | 71.2% | 72.9%-1.7pp | 76.6%-5.4pp | 68.3%+2.9pp |
| Annual return | 12.06% | 25.00%-12.9pp | 24.27%-12.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $1,772 | $2,360-24.9% | $2,975-40.5% | $2,631-32.7% |
| Participant deferral / active EE | $2,992 | $4,242-29.5% | $5,107-41.4% | $4,212-29.0% |
| Admin fee / account holder | $28,878 | $8,989+221.3% | $12,068+139.3% | $7,344+293.2% |