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 | $103,653 | $106,749-2.9% | $145,433-28.7% | $82,448+25.7% |
| Participation rate | 97.7% | 75.6%+22.0pp | 82.1%+15.6pp | 68.1%+29.6pp |
| Annual return | 12.54% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $4,796 | $3,444+39.2% | $4,554+5.3% | $2,551+88.0% |
| Participant deferral / active EE | $7,622 | $6,519+16.9% | $7,897-3.5% | $4,139+84.1% |
| Admin fee / account holder | $7,104 | $8,390-15.3% | $13,129-45.9% | $7,234-1.8% |