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 | $84,881 | $77,503+9.5% | $100,391-15.4% | $80,856+5.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 10.44% | 37.20%-26.8pp | 49.20%-38.8pp | 35.59%-25.2pp |
| Employer contribution / active EE | $426 | $2,801-84.8% | $3,942-89.2% | $2,755-84.5% |
| Participant deferral / active EE | $7,614 | $6,820+11.6% | $8,082-5.8% | $4,296+77.3% |
| Admin fee / account holder | $17,780 | $5,897+201.5% | $7,899+125.1% | $6,918+157.0% |