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 | $139,781 | $148,978-6.2% | $200,582-30.3% | $84,808+64.8% |
| Participation rate | 93.3% | 84.2%+9.1pp | 86.9%+6.4pp | 68.3%+25.0pp |
| Annual return | 10.45% | 28.16%-17.7pp | 42.33%-31.9pp | 40.90%-30.5pp |
| Employer contribution / active EE | $3,000 | $4,815-37.7% | $6,419-53.3% | $2,631+14.0% |
| Participant deferral / active EE | $8,408 | $7,142+17.7% | $9,331-9.9% | $4,212+99.6% |
| Admin fee / account holder | $12,356 | $13,977-11.6% | $16,305-24.2% | $7,344+68.2% |