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 | $135,227 | $135,952-0.5% | $123,892+9.1% | $273,961-50.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 2.89% | 56.63%-53.7pp | 47.52%-44.6pp | 41.45%-38.6pp |
| Employer contribution / active EE | $3,659 | $5,170-29.2% | $4,617-20.8% | $4,869-24.9% |
| Participant deferral / active EE | $5,474 | $6,343-13.7% | $5,984-8.5% | $5,287+3.5% |
| Admin fee / account holder | $1,261 | $9,817-87.2% | $8,357-84.9% | $10,132-87.6% |