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 | $84,211 | $81,233+3.7% | $155,567-45.9% | $80,874+4.1% |
| Participation rate | 74.3% | 66.2%+8.1pp | 78.2%-3.9pp | 67.6%+6.6pp |
| Annual return | 9.07% | 33.33%-24.3pp | 64.74%-55.7pp | 35.62%-26.5pp |
| Employer contribution / active EE | $3,454 | $3,101+11.4% | $4,674-26.1% | $2,756+25.4% |
| Participant deferral / active EE | $5,439 | $3,452+57.5% | $5,628-3.4% | $4,297+26.6% |
| Admin fee / account holder | $8,024 | $7,998+0.3% | $15,916-49.6% | $6,935+15.7% |