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 7-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 | $96,947 | $92,985+4.3% | $153,485-36.8% | $80,856+19.9% |
| Participation rate | 74.4% | 69.0%+5.5pp | 77.1%-2.7pp | 67.6%+6.8pp |
| Annual return | 8.32% | 19.95%-11.6pp | 15.65%-7.3pp | 35.59%-27.3pp |
| Employer contribution / active EE | $2,835 | $3,507-19.2% | $5,039-43.7% | $2,755+2.9% |
| Participant deferral / active EE | $4,508 | $5,178-12.9% | $6,757-33.3% | $4,296+4.9% |
| Admin fee / account holder | $4,457 | $8,880-49.8% | $12,724-65.0% | $6,918-35.6% |