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 | $105,451 | $72,492+45.5% | $87,100+21.1% | $72,985+44.5% |
| Participation rate | 78.4% | 72.8%+5.6pp | 76.9%+1.6pp | 69.5%+8.9pp |
| Annual return | 0.36% | 24.46%-24.1pp | 28.19%-27.8pp | 81.00%-80.6pp |
| Employer contribution / active EE | $4,339 | $1,894+129.1% | $2,521+72.1% | $2,440+77.9% |
| Participant deferral / active EE | $4,249 | $3,270+30.0% | $4,049+4.9% | $3,607+17.8% |
| Admin fee / account holder | $4,750 | $5,055-6.0% | $7,497-36.6% | $5,124-7.3% |