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 | $68,475 | $148,978-54.0% | $200,582-65.9% | $84,808-19.3% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 9.91% | 28.16%-18.3pp | 42.33%-32.4pp | 40.90%-31.0pp |
| Employer contribution / active EE | $5,281 | $4,815+9.7% | $6,419-17.7% | $2,631+100.7% |
| Participant deferral / active EE | $4,490 | $7,142-37.1% | $9,331-51.9% | $4,212+6.6% |
| Admin fee / account holder | $3,672 | $13,977-73.7% | $16,305-77.5% | $7,344-50.0% |