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 | $108,584 | $138,347-21.5% | $184,203-41.1% | $80,856+34.3% |
| Participation rate | 94.8% | 83.9%+11.0pp | 86.8%+8.0pp | 67.6%+27.2pp |
| Annual return | 10.83% | 20.02%-9.2pp | 28.81%-18.0pp | 35.59%-24.8pp |
| Employer contribution / active EE | $3,505 | $4,850-27.7% | $6,427-45.5% | $2,755+27.2% |
| Participant deferral / active EE | $6,982 | $7,071-1.3% | $9,131-23.5% | $4,296+62.5% |
| Admin fee / account holder | $1,350 | $10,483-87.1% | $13,901-90.3% | $6,918-80.5% |