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 | $105,274 | $110,257-4.5% | $96,544+9.0% | $139,434-24.5% |
| Participation rate | 76.2% | 78.1%-1.9pp | 76.0%+0.2pp | 80.3%-4.1pp |
| Annual return | 9.39% | 26.32%-16.9pp | 25.84%-16.5pp | 372.94%-363.6pp |
| Employer contribution / active EE | $3,452 | $3,620-4.6% | $2,965+16.4% | $4,751-27.3% |
| Participant deferral / active EE | $5,813 | $5,548+4.8% | $4,851+19.8% | $6,710-13.4% |
| Admin fee / account holder | $8,687 | $11,591-25.1% | $8,252+5.3% | $11,403-23.8% |