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 8-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 | $95,332 | $138,347-31.1% | $184,203-48.2% | $80,856+17.9% |
| Participation rate | 89.7% | 83.9%+5.8pp | 86.8%+2.8pp | 67.6%+22.0pp |
| Annual return | 11.03% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,597 | $4,850-46.5% | $6,427-59.6% | $2,755-5.7% |
| Participant deferral / active EE | $7,864 | $7,071+11.2% | $9,131-13.9% | $4,296+83.1% |
| Admin fee / account holder | $6,065 | $10,483-42.2% | $13,901-56.4% | $6,918-12.3% |