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 | $76,493 | $106,584-28.2% | $101,326-24.5% | $142,382-46.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 5.52% | 36.93%-31.4pp | 36.82%-31.3pp | 217.08%-211.6pp |
| Employer contribution / active EE | $4,037 | $3,956+2.1% | $3,665+10.1% | $4,299-6.1% |
| Participant deferral / active EE | $6,726 | $8,297-18.9% | $7,994-15.9% | $6,507+3.4% |
| Admin fee / account holder | $20,872 | $11,446+82.3% | $11,185+86.6% | $12,624+65.3% |