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 | $107,654 | $89,753+19.9% | $107,525+0.1% | $84,808+26.9% |
| Participation rate | 76.8% | 68.1%+8.7pp | 75.1%+1.7pp | 68.3%+8.5pp |
| Annual return | 11.36% | 29.48%-18.1pp | 181.32%-170.0pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,739 | $3,113-44.1% | $3,754-53.7% | $2,631-33.9% |
| Participant deferral / active EE | $2,890 | $4,056-28.7% | $5,116-43.5% | $4,212-31.4% |
| Admin fee / account holder | $3,623 | $7,222-49.8% | $8,919-59.4% | $7,344-50.7% |