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 | $99,510 | $88,583+12.3% | $88,497+12.4% | $273,961-63.7% |
| Participation rate | 81.8% | 83.5%-1.7pp | 82.4%-0.6pp | 83.0%-1.2pp |
| Annual return | 2.10% | 5.68%-3.6pp | 7.63%-5.5pp | 41.45%-39.4pp |
| Employer contribution / active EE | $4,742 | $4,502+5.3% | $4,036+17.5% | $4,869-2.6% |
| Participant deferral / active EE | $9,403 | $4,891+92.2% | $4,899+91.9% | $5,287+77.8% |
| Admin fee / account holder | $25,401 | $8,980+182.9% | $6,220+308.4% | $10,132+150.7% |