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 | $91,194 | $95,803-4.8% | $113,168-19.4% | $84,808+7.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 2.85% | 25.00%-22.2pp | 24.27%-21.4pp | 40.90%-38.1pp |
| Employer contribution / active EE | $1,802 | $2,360-23.7% | $2,975-39.4% | $2,631-31.5% |
| Participant deferral / active EE | $5,399 | $4,242+27.3% | $5,107+5.7% | $4,212+28.2% |
| Admin fee / account holder | $59,984 | $8,989+567.3% | $12,068+397.1% | $7,344+716.8% |