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 | $103,458 | $106,515-2.9% | $96,683+7.0% | $139,434-25.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 6.83% | 38.43%-31.6pp | 35.69%-28.9pp | 372.94%-366.1pp |
| Employer contribution / active EE | $1,400 | $4,103-65.9% | $3,737-62.5% | $4,751-70.5% |
| Participant deferral / active EE | $2,805 | $5,454-48.6% | $4,878-42.5% | $6,710-58.2% |
| Admin fee / account holder | $1,677 | $7,877-78.7% | $6,730-75.1% | $11,403-85.3% |