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 | $119,541 | $109,359+9.3% | $162,163-26.3% | $72,985+63.8% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.6%+10.3pp | 69.5%+28.4pp |
| Annual return | 3.89% | 25.46%-21.6pp | 115.59%-111.7pp | 81.00%-77.1pp |
| Employer contribution / active EE | $3,641 | $3,907-6.8% | $5,614-35.1% | $2,440+49.2% |
| Participant deferral / active EE | $5,282 | $5,481-3.6% | $7,298-27.6% | $3,607+46.4% |
| Admin fee / account holder | $2,624 | $7,972-67.1% | $10,843-75.8% | $5,124-48.8% |