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 | $70,702 | $73,933-4.4% | $96,683-26.9% | $75,163-5.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 10.90% | 26.70%-15.8pp | 35.69%-24.8pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,089 | $2,928-28.6% | $3,737-44.1% | $2,670-21.8% |
| Participant deferral / active EE | $4,651 | $3,659+27.1% | $4,878-4.7% | $4,125+12.7% |
| Admin fee / account holder | $8,731 | $5,216+67.4% | $6,730+29.7% | $5,651+54.5% |