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 | $73,077 | $72,277+1.1% | $101,248-27.8% | $79,858-8.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 8.62% | 22.30%-13.7pp | 46.47%-37.9pp | 31.71%-23.1pp |
| Employer contribution / active EE | $2,433 | $2,692-9.6% | $3,660-33.5% | $2,471-1.5% |
| Participant deferral / active EE | $3,058 | $3,282-6.8% | $4,370-30.0% | $3,740-18.2% |
| Admin fee / account holder | $935 | $4,400-78.7% | $5,945-84.3% | $5,306-82.4% |