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 | $82,643 | $89,753-7.9% | $107,525-23.1% | $84,808-2.6% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 9.06% | 29.48%-20.4pp | 181.32%-172.3pp | 40.90%-31.8pp |
| Employer contribution / active EE | $4,479 | $3,113+43.9% | $3,754+19.3% | $2,631+70.3% |
| Participant deferral / active EE | $8,383 | $4,056+106.7% | $5,116+63.9% | $4,212+99.1% |
| Admin fee / account holder | $8,620 | $7,222+19.4% | $8,919-3.3% | $7,344+17.4% |