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 | $86,308 | $183,519-53.0% | $155,509-44.5% | $145,922-40.9% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 4.15% | 61.17%-57.0pp | 64.67%-60.5pp | 561.29%-557.1pp |
| Employer contribution / active EE | $4,335 | $5,313-18.4% | $4,672-7.2% | $4,660-7.0% |
| Participant deferral / active EE | $6,397 | $6,462-1.0% | $5,626+13.7% | $6,688-4.4% |
| Admin fee / account holder | $35,958 | $19,313+86.2% | $15,912+126.0% | $13,397+168.4% |