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 | $135,567 | $148,978-9.0% | $200,582-32.4% | $84,808+59.9% |
| Participation rate | 88.2% | 84.2%+4.0pp | 86.9%+1.4pp | 68.3%+19.9pp |
| Annual return | 11.38% | 28.16%-16.8pp | 42.33%-31.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $5,066 | $4,815+5.2% | $6,419-21.1% | $2,631+92.5% |
| Participant deferral / active EE | $7,009 | $7,142-1.9% | $9,331-24.9% | $4,212+66.4% |
| Admin fee / account holder | $1,845 | $13,977-86.8% | $16,305-88.7% | $7,344-74.9% |