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 | $100,272 | $83,477+20.1% | $125,175-19.9% | $72,985+37.4% |
| Participation rate | 96.2% | 73.3%+22.8pp | 79.8%+16.4pp | 69.5%+26.7pp |
| Annual return | 13.29% | 25.78%-12.5pp | 43.79%-30.5pp | 81.00%-67.7pp |
| Employer contribution / active EE | $2,319 | $2,345-1.1% | $3,865-40.0% | $2,440-4.9% |
| Participant deferral / active EE | $3,784 | $3,585+5.6% | $4,937-23.3% | $3,607+4.9% |
| Admin fee / account holder | $1,870 | $5,517-66.1% | $9,702-80.7% | $5,124-63.5% |