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 | $125,422 | $138,347-9.3% | $184,203-31.9% | $80,856+55.1% |
| Participation rate | 88.4% | 83.9%+4.5pp | 86.8%+1.6pp | 67.6%+20.8pp |
| Annual return | 10.99% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,771 | $4,850-42.9% | $6,427-56.9% | $2,755+0.6% |
| Participant deferral / active EE | $7,242 | $7,071+2.4% | $9,131-20.7% | $4,296+68.6% |
| Admin fee / account holder | $3,928 | $10,483-62.5% | $13,901-71.7% | $6,918-43.2% |