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 | $126,145 | $95,803+31.7% | $113,168+11.5% | $84,808+48.7% |
| Participation rate | 71.0% | 72.9%-1.9pp | 76.6%-5.6pp | 68.3%+2.7pp |
| Annual return | 9.54% | 25.00%-15.5pp | 24.27%-14.7pp | 40.90%-31.4pp |
| Employer contribution / active EE | $2,260 | $2,360-4.2% | $2,975-24.0% | $2,631-14.1% |
| Participant deferral / active EE | $5,294 | $4,242+24.8% | $5,107+3.7% | $4,212+25.7% |
| Admin fee / account holder | $32,795 | $8,989+264.8% | $12,068+171.8% | $7,344+346.6% |