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 | $80,554 | $84,233-4.4% | $170,442-52.7% | $70,131+14.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 6.68% | 23.06%-16.4pp | 205.93%-199.3pp | 73.14%-66.5pp |
| Employer contribution / active EE | $2,184 | $3,387-35.5% | $5,433-59.8% | $2,342-6.8% |
| Participant deferral / active EE | $3,125 | $3,086+1.3% | $4,939-36.7% | $3,332-6.2% |
| Admin fee / account holder | $7,865 | $5,698+38.0% | $13,880-43.3% | $4,645+69.3% |