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 | $112,790 | $109,413+3.1% | $156,263-27.8% | $84,808+33.0% |
| Participation rate | 84.8% | 72.7%+12.2pp | 78.9%+5.9pp | 68.3%+16.5pp |
| Annual return | 11.30% | 20.18%-8.9pp | 59.47%-48.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $1,593 | $2,907-45.2% | $4,333-63.2% | $2,631-39.5% |
| Participant deferral / active EE | $4,288 | $4,590-6.6% | $6,158-30.4% | $4,212+1.8% |
| Admin fee / account holder | $4,966 | $9,357-46.9% | $14,255-65.2% | $7,344-32.4% |