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 | $80,132 | $86,286-7.1% | $111,297-28.0% | $85,850-6.7% |
| Participation rate | 94.6% | 73.3%+21.2pp | 77.3%+17.3pp | 69.3%+25.3pp |
| Annual return | 9.02% | 19.99%-11.0pp | 54.65%-45.6pp | 318.53%-309.5pp |
| Employer contribution / active EE | $2,189 | $2,043+7.2% | $2,731-19.8% | $2,565-14.6% |
| Participant deferral / active EE | $4,484 | $3,641+23.2% | $4,487-0.1% | $3,952+13.5% |
| Admin fee / account holder | $10,175 | $8,188+24.3% | $7,964+27.8% | $6,260+62.5% |