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 | $118,022 | $138,347-14.7% | $184,203-35.9% | $80,856+46.0% |
| Participation rate | 92.2% | 83.9%+8.3pp | 86.8%+5.4pp | 67.6%+24.6pp |
| Annual return | 10.58% | 20.02%-9.4pp | 28.81%-18.2pp | 35.59%-25.0pp |
| Employer contribution / active EE | $4,223 | $4,850-12.9% | $6,427-34.3% | $2,755+53.3% |
| Participant deferral / active EE | $5,152 | $7,071-27.1% | $9,131-43.6% | $4,296+19.9% |
| Admin fee / account holder | $6,275 | $10,483-40.1% | $13,901-54.9% | $6,918-9.3% |