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 | $132,577 | $136,307-2.7% | $177,821-25.4% | $73,488+80.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.7%+12.3pp | 70.7%+29.3pp |
| Annual return | 10.34% | 18.68%-8.3pp | 48.32%-38.0pp | 28.51%-18.2pp |
| Employer contribution / active EE | $4,286 | $3,712+15.5% | $5,918-27.6% | $2,270+88.8% |
| Participant deferral / active EE | $3,663 | $5,829-37.2% | $7,714-52.5% | $3,740-2.1% |
| Admin fee / account holder | $19,125 | $596+3111.4% | $12,427+53.9% | $513+3627.7% |