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 | $101,316 | $94,031+7.7% | $115,768-12.5% | $82,448+22.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 11.95% | 20.61%-8.7pp | 100.46%-88.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,498 | $2,323+7.5% | $2,940-15.0% | $2,551-2.1% |
| Participant deferral / active EE | $4,573 | $3,972+15.1% | $4,917-7.0% | $4,139+10.5% |
| Admin fee / account holder | $9,956 | $10,249-2.9% | $12,439-20.0% | $7,234+37.6% |