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 | $87,018 | $102,317-15.0% | $146,958-40.8% | $80,856+7.6% |
| Participation rate | 84.0% | 75.8%+8.2pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | 10.41% | 134.76%-124.4pp | 418.34%-407.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $3,898 | $3,713+5.0% | $4,933-21.0% | $2,755+41.5% |
| Participant deferral / active EE | $7,637 | $6,644+15.0% | $8,070-5.4% | $4,296+77.8% |
| Admin fee / account holder | $12,520 | $7,941+57.7% | $12,998-3.7% | $6,918+81.0% |