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 | $98,195 | $101,069-2.8% | $81,478+20.5% | $147,584-33.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 5.55% | 32.40%-26.8pp | 38.78%-33.2pp | 578.55%-573.0pp |
| Employer contribution / active EE | $2,939 | $3,205-8.3% | $2,568+14.5% | $4,876-39.7% |
| Participant deferral / active EE | $7,512 | $4,242+77.1% | $3,537+112.4% | $5,439+38.1% |
| Admin fee / account holder | $4,370 | $5,812-24.8% | $4,561-4.2% | $10,885-59.9% |