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 | $148,978-27.6% | $200,582-46.2% | $84,808+27.2% |
| Participation rate | 91.1% | 84.2%+6.9pp | 86.9%+4.3pp | 68.3%+22.8pp |
| Annual return | 10.81% | 28.16%-17.4pp | 42.33%-31.5pp | 40.90%-30.1pp |
| Employer contribution / active EE | $2,572 | $4,815-46.6% | $6,419-59.9% | $2,631-2.2% |
| Participant deferral / active EE | $4,734 | $7,142-33.7% | $9,331-49.3% | $4,212+12.4% |
| Admin fee / account holder | $8,365 | $13,977-40.1% | $16,305-48.7% | $7,344+13.9% |