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 | $77,545 | $106,749-27.4% | $145,433-46.7% | $82,448-5.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.71% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $3,577 | $3,444+3.8% | $4,554-21.5% | $2,551+40.2% |
| Participant deferral / active EE | $8,051 | $6,519+23.5% | $7,897+1.9% | $4,139+94.5% |
| Admin fee / account holder | $15,025 | $8,390+79.1% | $13,129+14.4% | $7,234+107.7% |