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 | $47,180 | $99,341-52.5% | $84,750-44.3% | $273,961-82.8% |
| Participation rate | 93.3% | 80.7%+12.6pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | -0.07% | 22.93%-23.0pp | 22.78%-22.9pp | 41.45%-41.5pp |
| Employer contribution / active EE | $3,333 | $4,214-20.9% | $3,574-6.7% | $4,869-31.5% |
| Participant deferral / active EE | $4,456 | $4,269+4.4% | $3,712+20.0% | $5,287-15.7% |
| Admin fee / account holder | $8,261 | $6,644+24.3% | $5,332+54.9% | $10,132-18.5% |