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 | $153,512 | $127,065+20.8% | $113,168+35.7% | $142,382+7.8% |
| Participation rate | 85.7% | 79.2%+6.5pp | 76.6%+9.1pp | 80.1%+5.6pp |
| Annual return | 5.92% | 24.03%-18.1pp | 24.27%-18.3pp | 217.08%-211.2pp |
| Employer contribution / active EE | $1,983 | $3,442-42.4% | $2,975-33.4% | $4,299-53.9% |
| Participant deferral / active EE | $4,942 | $5,716-13.5% | $5,107-3.2% | $6,507-24.1% |
| Admin fee / account holder | $4,801 | $15,736-69.5% | $12,068-60.2% | $12,624-62.0% |