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 | $107,893 | $146,267-26.2% | $197,124-45.3% | $82,448+30.9% |
| Participation rate | 91.1% | 84.0%+7.1pp | 86.7%+4.4pp | 68.1%+23.1pp |
| Annual return | 10.81% | 29.61%-18.8pp | 44.34%-33.5pp | 41.64%-30.8pp |
| Employer contribution / active EE | $2,572 | $4,723-45.5% | $6,227-58.7% | $2,551+0.8% |
| Participant deferral / active EE | $4,734 | $7,035-32.7% | $9,135-48.2% | $4,139+14.4% |
| Admin fee / account holder | $8,365 | $14,422-42.0% | $16,298-48.7% | $7,234+15.6% |