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 | $78,179 | $65,365+19.6% | $92,893-15.8% | $72,985+7.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 10.83% | 42.10%-31.3pp | 109.41%-98.6pp | 81.00%-70.2pp |
| Employer contribution / active EE | $2,500 | $2,594-3.6% | $3,653-31.6% | $2,440+2.5% |
| Participant deferral / active EE | $4,503 | $3,128+44.0% | $4,236+6.3% | $3,607+24.8% |
| Admin fee / account holder | $2,669 | $4,251-37.2% | $5,794-53.9% | $5,124-47.9% |