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 | $86,361 | $87,013-0.7% | $106,213-18.7% | $80,856+6.8% |
| Participation rate | 71.4% | 70.4%+1.0pp | 75.3%-3.9pp | 67.6%+3.8pp |
| Annual return | 9.25% | 17.05%-7.8pp | 116.14%-106.9pp | 35.59%-26.3pp |
| Employer contribution / active EE | $2,355 | $2,395-1.7% | $3,171-25.7% | $2,755-14.5% |
| Participant deferral / active EE | $4,691 | $3,986+17.7% | $5,016-6.5% | $4,296+9.2% |
| Admin fee / account holder | $2,805 | $8,431-66.7% | $11,033-74.6% | $6,918-59.5% |