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 | $115,316 | $105,181+9.6% | $159,436-27.7% | $85,850+34.3% |
| Participation rate | 89.3% | 75.8%+13.5pp | 82.8%+6.5pp | 69.3%+20.0pp |
| Annual return | 10.75% | 45.07%-34.3pp | 263.57%-252.8pp | 318.53%-307.8pp |
| Employer contribution / active EE | $3,168 | $3,318-4.5% | $4,829-34.4% | $2,565+23.5% |
| Participant deferral / active EE | $4,752 | $5,945-20.1% | $7,352-35.4% | $3,952+20.2% |
| Admin fee / account holder | $5,386 | $6,933-22.3% | $10,799-50.1% | $6,260-14.0% |