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 | $85,175 | $68,547+24.3% | $120,354-29.2% | $80,856+5.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 9.46% | 23.60%-14.1pp | 107.15%-97.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $2,174 | $2,051+6.0% | $3,463-37.2% | $2,755-21.1% |
| Participant deferral / active EE | $3,726 | $3,173+17.4% | $4,991-25.3% | $4,296-13.3% |
| Admin fee / account holder | $2,147 | $5,732-62.5% | $9,423-77.2% | $6,918-69.0% |