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 | $116,392 | $138,347-15.9% | $184,203-36.8% | $80,856+43.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.85% | 20.02%-10.2pp | 28.81%-19.0pp | 35.59%-25.7pp |
| Employer contribution / active EE | $3,303 | $4,850-31.9% | $6,427-48.6% | $2,755+19.9% |
| Participant deferral / active EE | $5,723 | $7,071-19.1% | $9,131-37.3% | $4,296+33.2% |
| Admin fee / account holder | $29,686 | $10,483+183.2% | $13,901+113.6% | $6,918+329.1% |