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 6-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 | $77,279 | $148,978-48.1% | $200,582-61.5% | $84,808-8.9% |
| Participation rate | 75.7% | 84.2%-8.6pp | 86.9%-11.2pp | 68.3%+7.4pp |
| Annual return | 12.27% | 28.16%-15.9pp | 42.33%-30.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $4,063 | $4,815-15.6% | $6,419-36.7% | $2,631+54.4% |
| Participant deferral / active EE | $7,940 | $7,142+11.2% | $9,331-14.9% | $4,212+88.5% |
| Admin fee / account holder | $6,808 | $13,977-51.3% | $16,305-58.2% | $7,344-7.3% |