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 | $86,187 | $95,803-10.0% | $113,168-23.8% | $84,808+1.6% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 10.85% | 25.00%-14.2pp | 24.27%-13.4pp | 40.90%-30.0pp |
| Employer contribution / active EE | $3,031 | $2,360+28.5% | $2,975+1.9% | $2,631+15.2% |
| Participant deferral / active EE | $4,487 | $4,242+5.8% | $5,107-12.1% | $4,212+6.5% |
| Admin fee / account holder | $7,542 | $8,989-16.1% | $12,068-37.5% | $7,344+2.7% |