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 | $86,560 | $89,753-3.6% | $107,525-19.5% | $84,808+2.1% |
| Participation rate | 97.8% | 68.1%+29.7pp | 75.1%+22.7pp | 68.3%+29.5pp |
| Annual return | 12.39% | 29.48%-17.1pp | 181.32%-168.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $2,243 | $3,113-28.0% | $3,754-40.2% | $2,631-14.7% |
| Participant deferral / active EE | $3,811 | $4,056-6.1% | $5,116-25.5% | $4,212-9.5% |
| Admin fee / account holder | $1,762 | $7,222-75.6% | $8,919-80.2% | $7,344-76.0% |