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 5-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 | $94,433 | $101,724-7.2% | $164,813-42.7% | $80,856+16.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.97% | 16.72%-6.7pp | 69.93%-60.0pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,852 | $2,953-37.3% | $4,341-57.3% | $2,755-32.8% |
| Participant deferral / active EE | $4,436 | $4,477-0.9% | $6,031-26.4% | $4,296+3.3% |
| Admin fee / account holder | $5,349 | $8,227-35.0% | $12,690-57.8% | $6,918-22.7% |