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 3-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 | $113,628 | $148,978-23.7% | $200,582-43.4% | $84,808+34.0% |
| Participation rate | 95.6% | 84.2%+11.3pp | 86.9%+8.7pp | 68.3%+27.2pp |
| Annual return | 11.79% | 28.16%-16.4pp | 42.33%-30.5pp | 40.90%-29.1pp |
| Employer contribution / active EE | $2,915 | $4,815-39.5% | $6,419-54.6% | $2,631+10.8% |
| Participant deferral / active EE | $3,674 | $7,142-48.6% | $9,331-60.6% | $4,212-12.8% |
| Admin fee / account holder | $13,603 | $13,977-2.7% | $16,305-16.6% | $7,344+85.2% |