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 | $90,403 | $95,803-5.6% | $113,168-20.1% | $84,808+6.6% |
| Participation rate | 98.5% | 72.9%+25.6pp | 76.6%+21.9pp | 68.3%+30.2pp |
| Annual return | 10.51% | 25.00%-14.5pp | 24.27%-13.8pp | 40.90%-30.4pp |
| Employer contribution / active EE | $4,874 | $2,360+106.5% | $2,975+63.8% | $2,631+85.3% |
| Participant deferral / active EE | $5,015 | $4,242+18.2% | $5,107-1.8% | $4,212+19.1% |
| Admin fee / account holder | $14,965 | $8,989+66.5% | $12,068+24.0% | $7,344+103.8% |