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 | $83,169 | $86,286-3.6% | $111,297-25.3% | $85,850-3.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 10.81% | 19.99%-9.2pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $1,926 | $2,043-5.7% | $2,731-29.5% | $2,565-24.9% |
| Participant deferral / active EE | $3,454 | $3,641-5.1% | $4,487-23.0% | $3,952-12.6% |
| Admin fee / account holder | $18,149 | $8,188+121.7% | $7,964+127.9% | $6,260+189.9% |