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 | $77,480 | $102,605-24.5% | $145,661-46.8% | $84,808-8.6% |
| Participation rate | 85.5% | 74.3%+11.2pp | 77.2%+8.3pp | 68.3%+17.2pp |
| Annual return | 9.90% | 26.50%-16.6pp | 101.46%-91.6pp | 40.90%-31.0pp |
| Employer contribution / active EE | $2,603 | $3,325-21.7% | $4,238-38.6% | $2,631-1.1% |
| Participant deferral / active EE | $4,154 | $5,750-27.8% | $7,198-42.3% | $4,212-1.4% |
| Admin fee / account holder | $16,437 | $8,758+87.7% | $12,466+31.9% | $7,344+123.8% |