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 | $109,429 | $148,978-26.5% | $200,582-45.4% | $84,808+29.0% |
| Participation rate | 87.0% | 84.2%+2.7pp | 86.9%+0.1pp | 68.3%+18.6pp |
| Annual return | 8.02% | 28.16%-20.1pp | 42.33%-34.3pp | 40.90%-32.9pp |
| Employer contribution / active EE | $2,164 | $4,815-55.1% | $6,419-66.3% | $2,631-17.8% |
| Participant deferral / active EE | $5,315 | $7,142-25.6% | $9,331-43.0% | $4,212+26.2% |
| Admin fee / account holder | $26,214 | $13,977+87.5% | $16,305+60.8% | $7,344+257.0% |