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 | $86,889 | $95,266-8.8% | $82,389+5.5% | $142,382-39.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 9.86% | 25.74%-15.9pp | 28.67%-18.8pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,407 | $2,991-53.0% | $2,517-44.1% | $4,299-67.3% |
| Participant deferral / active EE | $13,776 | $4,809+186.5% | $4,155+231.6% | $6,507+111.7% |
| Admin fee / account holder | $13,062 | $8,563+52.5% | $7,231+80.6% | $12,624+3.5% |