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 | $97,185 | $146,267-33.6% | $197,124-50.7% | $82,448+17.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 86.7%+0.8pp | 68.1%+19.4pp |
| Annual return | 13.08% | 29.61%-16.5pp | 44.34%-31.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $2,056 | $4,723-56.5% | $6,227-67.0% | $2,551-19.4% |
| Participant deferral / active EE | $6,786 | $7,035-3.5% | $9,135-25.7% | $4,139+64.0% |
| Admin fee / account holder | $14,396 | $14,422-0.2% | $16,298-11.7% | $7,234+99.0% |