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 | $79,885 | $93,571-14.6% | $135,903-41.2% | $75,163+6.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.15% | 30.90%-16.8pp | 68.23%-54.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $3,949 | $3,537+11.7% | $4,856-18.7% | $2,670+47.9% |
| Participant deferral / active EE | $6,772 | $6,404+5.7% | $7,758-12.7% | $4,125+64.2% |
| Admin fee / account holder | $9,202 | $6,975+31.9% | $10,762-14.5% | $5,651+62.8% |