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 | $110,571 | $148,978-25.8% | $200,582-44.9% | $84,808+30.4% |
| Participation rate | 93.2% | 84.2%+9.0pp | 86.9%+6.3pp | 68.3%+24.9pp |
| Annual return | 12.31% | 28.16%-15.9pp | 42.33%-30.0pp | 40.90%-28.6pp |
| Employer contribution / active EE | $5,078 | $4,815+5.5% | $6,419-20.9% | $2,631+93.0% |
| Participant deferral / active EE | $12,841 | $7,142+79.8% | $9,331+37.6% | $4,212+204.9% |
| Admin fee / account holder | $41,581 | $13,977+197.5% | $16,305+155.0% | $7,344+466.2% |