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 | $96,900 | $114,381-15.3% | $107,525-9.9% | $142,382-31.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 9.80% | 242.71%-232.9pp | 181.32%-171.5pp | 217.08%-207.3pp |
| Employer contribution / active EE | $3,288 | $4,015-18.1% | $3,754-12.4% | $4,299-23.5% |
| Participant deferral / active EE | $4,475 | $5,564-19.6% | $5,116-12.5% | $6,507-31.2% |
| Admin fee / account holder | $16,266 | $9,860+65.0% | $8,919+82.4% | $12,624+28.9% |