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 | $140,871 | $162,781-13.5% | $133,956+5.2% | $158,922-11.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 1.81% | 41.94%-40.1pp | 45.09%-43.3pp | 302.83%-301.0pp |
| Employer contribution / active EE | $5,392 | $4,975+8.4% | $3,919+37.6% | $4,761+13.3% |
| Participant deferral / active EE | $2,983 | $5,911-49.5% | $5,048-40.9% | $5,982-50.1% |
| Admin fee / account holder | $875 | $11,736-92.5% | $8,927-90.2% | $11,246-92.2% |