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 | $63,554 | $71,829-11.5% | $69,780-8.9% | $142,382-55.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 11.95% | 31.01%-19.1pp | 26.31%-14.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $3,760 | $4,385-14.2% | $4,168-9.8% | $4,299-12.5% |
| Participant deferral / active EE | $2,142 | $6,819-68.6% | $6,164-65.3% | $6,507-67.1% |
| Admin fee / account holder | $8,379 | $7,818+7.2% | $7,285+15.0% | $12,624-33.6% |