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 | $92,353 | $148,978-38.0% | $200,582-54.0% | $84,808+8.9% |
| Participation rate | 89.2% | 84.2%+4.9pp | 86.9%+2.3pp | 68.3%+20.8pp |
| Annual return | 12.57% | 28.16%-15.6pp | 42.33%-29.8pp | 40.90%-28.3pp |
| Employer contribution / active EE | $2,647 | $4,815-45.0% | $6,419-58.8% | $2,631+0.6% |
| Participant deferral / active EE | $5,846 | $7,142-18.2% | $9,331-37.4% | $4,212+38.8% |
| Admin fee / account holder | $3,382 | $13,977-75.8% | $16,305-79.3% | $7,344-53.9% |