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 | $114,908 | $146,267-21.4% | $197,124-41.7% | $82,448+39.4% |
| Participation rate | 92.5% | 84.0%+8.5pp | 86.7%+5.8pp | 68.1%+24.4pp |
| Annual return | 10.70% | 29.61%-18.9pp | 44.34%-33.6pp | 41.64%-30.9pp |
| Employer contribution / active EE | $4,095 | $4,723-13.3% | $6,227-34.2% | $2,551+60.5% |
| Participant deferral / active EE | $5,402 | $7,035-23.2% | $9,135-40.9% | $4,139+30.5% |
| Admin fee / account holder | $8,659 | $14,422-40.0% | $16,298-46.9% | $7,234+19.7% |