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 | $102,155 | $105,181-2.9% | $159,436-35.9% | $85,850+19.0% |
| Participation rate | 89.0% | 75.8%+13.2pp | 82.8%+6.2pp | 69.3%+19.7pp |
| Annual return | 11.45% | 45.07%-33.6pp | 263.57%-252.1pp | 318.53%-307.1pp |
| Employer contribution / active EE | $1,661 | $3,318-49.9% | $4,829-65.6% | $2,565-35.2% |
| Participant deferral / active EE | $8,563 | $5,945+44.0% | $7,352+16.5% | $3,952+116.7% |
| Admin fee / account holder | $10,660 | $6,933+53.7% | $10,799-1.3% | $6,260+70.3% |