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 | $164,194 | $89,698+83.1% | $103,476+58.7% | $80,856+103.1% |
| Participation rate | 96.7% | 76.0%+20.7pp | 80.5%+16.2pp | 67.6%+29.0pp |
| Annual return | 10.84% | 22.78%-11.9pp | 23.90%-13.1pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,516 | $4,018-12.5% | $4,672-24.7% | $2,755+27.6% |
| Participant deferral / active EE | $4,437 | $5,456-18.7% | $6,623-33.0% | $4,296+3.3% |
| Admin fee / account holder | $29,688 | $6,768+338.6% | $9,413+215.4% | $6,918+329.1% |