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 | $97,960 | $138,347-29.2% | $184,203-46.8% | $80,856+21.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 10.98% | 20.02%-9.0pp | 28.81%-17.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $3,422 | $4,850-29.4% | $6,427-46.8% | $2,755+24.2% |
| Participant deferral / active EE | $7,365 | $7,071+4.2% | $9,131-19.3% | $4,296+71.4% |
| Admin fee / account holder | $7,110 | $10,483-32.2% | $13,901-48.9% | $6,918+2.8% |