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 | $114,923 | $162,781-29.4% | $133,956-14.2% | $158,922-27.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.27% | 41.94%-36.7pp | 45.09%-39.8pp | 302.83%-297.6pp |
| Employer contribution / active EE | $3,168 | $4,975-36.3% | $3,919-19.2% | $4,761-33.5% |
| Participant deferral / active EE | $8,459 | $5,911+43.1% | $5,048+67.6% | $5,982+41.4% |
| Admin fee / account holder | $1,021 | $11,736-91.3% | $8,927-88.6% | $11,246-90.9% |