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 | $117,780 | $146,267-19.5% | $197,124-40.3% | $82,448+42.9% |
| Participation rate | 93.3% | 84.0%+9.3pp | 86.7%+6.6pp | 68.1%+25.3pp |
| Annual return | 4.32% | 29.61%-25.3pp | 44.34%-40.0pp | 41.64%-37.3pp |
| Employer contribution / active EE | $7,164 | $4,723+51.7% | $6,227+15.0% | $2,551+180.8% |
| Participant deferral / active EE | $8,397 | $7,035+19.4% | $9,135-8.1% | $4,139+102.9% |
| Admin fee / account holder | $7,283 | $14,422-49.5% | $16,298-55.3% | $7,234+0.7% |