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 | $88,552 | $87,013+1.8% | $106,213-16.6% | $80,856+9.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 5.80% | 17.05%-11.3pp | 116.14%-110.3pp | 35.59%-29.8pp |
| Employer contribution / active EE | $1,977 | $2,395-17.5% | $3,171-37.7% | $2,755-28.2% |
| Participant deferral / active EE | $5,538 | $3,986+38.9% | $5,016+10.4% | $4,296+28.9% |
| Admin fee / account holder | $24,171 | $8,431+186.7% | $11,033+119.1% | $6,918+249.4% |