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 | $85,023 | $77,419+9.8% | $69,455+22.4% | $152,861-44.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 2.29% | 39.06%-36.8pp | 28.97%-26.7pp | 345.32%-343.0pp |
| Employer contribution / active EE | $3,751 | $3,315+13.2% | $2,779+35.0% | $4,762-21.2% |
| Participant deferral / active EE | $5,643 | $4,414+27.8% | $3,535+59.6% | $5,850-3.5% |
| Admin fee / account holder | $1,086 | $6,207-82.5% | $3,839-71.7% | $11,596-90.6% |