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 | $102,094 | $138,347-26.2% | $184,203-44.6% | $80,856+26.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.21% | 20.02%-10.8pp | 28.81%-19.6pp | 35.59%-26.4pp |
| Employer contribution / active EE | $3,789 | $4,850-21.9% | $6,427-41.0% | $2,755+37.6% |
| Participant deferral / active EE | $3,360 | $7,071-52.5% | $9,131-63.2% | $4,296-21.8% |
| Admin fee / account holder | $23,748 | $10,483+126.5% | $13,901+70.8% | $6,918+243.3% |