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 | $152,050 | $181,894-16.4% | $156,549-2.9% | $273,961-44.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.79% | 30.74%-28.0pp | 32.23%-29.4pp | 41.45%-38.7pp |
| Employer contribution / active EE | $1,403 | $6,248-77.5% | $5,501-74.5% | $4,869-71.2% |
| Participant deferral / active EE | $10,905 | $5,550+96.5% | $4,871+123.9% | $5,287+106.3% |
| Admin fee / account holder | $4,333 | $15,559-72.1% | $13,027-66.7% | $10,132-57.2% |