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 | $84,604 | $86,286-1.9% | $111,297-24.0% | $85,850-1.5% |
| Participation rate | 90.2% | 73.3%+16.9pp | 77.3%+12.9pp | 69.3%+20.9pp |
| Annual return | 10.85% | 19.99%-9.1pp | 54.65%-43.8pp | 318.53%-307.7pp |
| Employer contribution / active EE | $2,117 | $2,043+3.6% | $2,731-22.5% | $2,565-17.4% |
| Participant deferral / active EE | $5,417 | $3,641+48.8% | $4,487+20.7% | $3,952+37.1% |
| Admin fee / account holder | $4,678 | $8,188-42.9% | $7,964-41.3% | $6,260-25.3% |