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 | $97,556 | $148,978-34.5% | $200,582-51.4% | $84,808+15.0% |
| Participation rate | 88.9% | 84.2%+4.7pp | 86.9%+2.0pp | 68.3%+20.6pp |
| Annual return | 9.33% | 28.16%-18.8pp | 42.33%-33.0pp | 40.90%-31.6pp |
| Employer contribution / active EE | $4,316 | $4,815-10.4% | $6,419-32.8% | $2,631+64.1% |
| Participant deferral / active EE | $6,802 | $7,142-4.8% | $9,331-27.1% | $4,212+61.5% |
| Admin fee / account holder | $23,266 | $13,977+66.5% | $16,305+42.7% | $7,344+216.8% |