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 | $95,767 | $89,753+6.7% | $107,525-10.9% | $84,808+12.9% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 11.86% | 29.48%-17.6pp | 181.32%-169.5pp | 40.90%-29.0pp |
| Employer contribution / active EE | $1,940 | $3,113-37.7% | $3,754-48.3% | $2,631-26.3% |
| Participant deferral / active EE | $3,741 | $4,056-7.8% | $5,116-26.9% | $4,212-11.2% |
| Admin fee / account holder | $1,463 | $7,222-79.7% | $8,919-83.6% | $7,344-80.1% |