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 | $73,146 | $72,492+0.9% | $87,100-16.0% | $72,985+0.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.01% | 24.46%-10.4pp | 28.19%-14.2pp | 81.00%-67.0pp |
| Employer contribution / active EE | $1,399 | $1,894-26.1% | $2,521-44.5% | $2,440-42.7% |
| Participant deferral / active EE | $5,158 | $3,270+57.8% | $4,049+27.4% | $3,607+43.0% |
| Admin fee / account holder | $3,714 | $5,055-26.5% | $7,497-50.5% | $5,124-27.5% |