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 | $63,803 | $78,672-18.9% | $109,143-41.5% | $85,850-25.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 8.72% | 25.09%-16.4pp | 25.75%-17.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $2,399 | $2,735-12.3% | $3,722-35.6% | $2,565-6.5% |
| Participant deferral / active EE | $3,590 | $3,467+3.5% | $4,653-22.9% | $3,952-9.2% |
| Admin fee / account holder | $4,089 | $5,469-25.2% | $6,752-39.4% | $6,260-34.7% |