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 | $95,432 | $73,933+29.1% | $96,683-1.3% | $75,163+27.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 8.22% | 26.70%-18.5pp | 35.69%-27.5pp | 160.62%-152.4pp |
| Employer contribution / active EE | $5,743 | $2,928+96.2% | $3,737+53.7% | $2,670+115.1% |
| Participant deferral / active EE | $6,549 | $3,659+79.0% | $4,878+34.2% | $4,125+58.7% |
| Admin fee / account holder | $5,483 | $5,216+5.1% | $6,730-18.5% | $5,651-3.0% |