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 | $83,813 | $95,266-12.0% | $82,389+1.7% | $142,382-41.1% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.5%+19.3pp | 80.1%+8.8pp |
| Annual return | 9.07% | 25.74%-16.7pp | 28.67%-19.6pp | 217.08%-208.0pp |
| Employer contribution / active EE | $3,868 | $2,991+29.3% | $2,517+53.7% | $4,299-10.0% |
| Participant deferral / active EE | $2,693 | $4,809-44.0% | $4,155-35.2% | $6,507-58.6% |
| Admin fee / account holder | $4,955 | $8,563-42.1% | $7,231-31.5% | $12,624-60.7% |