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 | $144,491 | $91,019+58.7% | $392,568-63.2% | $72,985+98.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 4.39% | 20.00%-15.6pp | 24.42%-20.0pp | 81.00%-76.6pp |
| Employer contribution / active EE | $2,664 | $2,751-3.2% | $3,783-29.6% | $2,440+9.2% |
| Participant deferral / active EE | $4,368 | $4,570-4.4% | $5,985-27.0% | $3,607+21.1% |
| Admin fee / account holder | $2,994 | $4,895-38.8% | $6,260-52.2% | $5,124-41.6% |