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 | $80,888 | $148,978-45.7% | $200,582-59.7% | $84,808-4.6% |
| Participation rate | 91.7% | 84.2%+7.4pp | 86.9%+4.8pp | 68.3%+23.4pp |
| Annual return | 12.14% | 28.16%-16.0pp | 42.33%-30.2pp | 40.90%-28.8pp |
| Employer contribution / active EE | $4,207 | $4,815-12.6% | $6,419-34.5% | $2,631+59.9% |
| Participant deferral / active EE | $4,230 | $7,142-40.8% | $9,331-54.7% | $4,212+0.4% |
| Admin fee / account holder | $6,065 | $13,977-56.6% | $16,305-62.8% | $7,344-17.4% |