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 | $92,401 | $95,803-3.6% | $113,168-18.4% | $84,808+9.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 4.39% | 25.00%-20.6pp | 24.27%-19.9pp | 40.90%-36.5pp |
| Employer contribution / active EE | $6,660 | $2,360+182.2% | $2,975+123.8% | $2,631+153.1% |
| Participant deferral / active EE | $5,716 | $4,242+34.7% | $5,107+11.9% | $4,212+35.7% |
| Admin fee / account holder | $3,432 | $8,989-61.8% | $12,068-71.6% | $7,344-53.3% |