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 | $111,757 | $95,803+16.7% | $113,168-1.2% | $84,808+31.8% |
| Participation rate | 90.0% | 72.9%+17.1pp | 76.6%+13.4pp | 68.3%+21.7pp |
| Annual return | 9.82% | 25.00%-15.2pp | 24.27%-14.5pp | 40.90%-31.1pp |
| Employer contribution / active EE | $3,253 | $2,360+37.9% | $2,975+9.3% | $2,631+23.7% |
| Participant deferral / active EE | $6,801 | $4,242+60.3% | $5,107+33.2% | $4,212+61.5% |
| Admin fee / account holder | $80,209 | $8,989+792.3% | $12,068+564.7% | $7,344+992.2% |