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 4-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 | $110,049 | $146,267-24.8% | $197,124-44.2% | $82,448+33.5% |
| Participation rate | 82.5% | 84.0%-1.5pp | 86.7%-4.2pp | 68.1%+14.5pp |
| Annual return | 12.88% | 29.61%-16.7pp | 44.34%-31.5pp | 41.64%-28.8pp |
| Employer contribution / active EE | $2,797 | $4,723-40.8% | $6,227-55.1% | $2,551+9.6% |
| Participant deferral / active EE | $5,606 | $7,035-20.3% | $9,135-38.6% | $4,139+35.4% |
| Admin fee / account holder | $10,368 | $14,422-28.1% | $16,298-36.4% | $7,234+43.3% |