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 | $134,710 | $138,347-2.6% | $184,203-26.9% | $80,856+66.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.93% | 20.02%-9.1pp | 28.81%-17.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $5,025 | $4,850+3.6% | $6,427-21.8% | $2,755+82.4% |
| Participant deferral / active EE | $6,519 | $7,071-7.8% | $9,131-28.6% | $4,296+51.7% |
| Admin fee / account holder | $8,389 | $10,483-20.0% | $13,901-39.6% | $6,918+21.3% |