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 | $103,439 | $148,978-30.6% | $200,582-48.4% | $84,808+22.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 12.42% | 28.16%-15.7pp | 42.33%-29.9pp | 40.90%-28.5pp |
| Employer contribution / active EE | $4,157 | $4,815-13.7% | $6,419-35.2% | $2,631+58.0% |
| Participant deferral / active EE | $5,653 | $7,142-20.9% | $9,331-39.4% | $4,212+34.2% |
| Admin fee / account holder | $14,943 | $13,977+6.9% | $16,305-8.4% | $7,344+103.5% |