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 | $87,080 | $76,367+14.0% | $93,606-7.0% | $72,985+19.3% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 3.71% | 25.82%-22.1pp | 32.76%-29.1pp | 81.00%-77.3pp |
| Employer contribution / active EE | $2,426 | $2,275+6.6% | $2,718-10.7% | $2,440-0.6% |
| Participant deferral / active EE | $3,778 | $3,538+6.8% | $4,069-7.1% | $3,607+4.7% |
| Admin fee / account holder | $1,166 | $6,838-83.0% | $7,888-85.2% | $5,124-77.3% |