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 | $148,978-26.1% | $200,582-45.1% | $84,808+29.8% |
| Participation rate | 82.5% | 84.2%-1.7pp | 86.9%-4.3pp | 68.3%+14.2pp |
| Annual return | 12.88% | 28.16%-15.3pp | 42.33%-29.5pp | 40.90%-28.0pp |
| Employer contribution / active EE | $2,797 | $4,815-41.9% | $6,419-56.4% | $2,631+6.3% |
| Participant deferral / active EE | $5,606 | $7,142-21.5% | $9,331-39.9% | $4,212+33.1% |
| Admin fee / account holder | $10,368 | $13,977-25.8% | $16,305-36.4% | $7,344+41.2% |