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 | $95,655 | $91,190+4.9% | $178,490-46.4% | $79,858+19.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 5.64% | 24.19%-18.5pp | 151.07%-145.4pp | 31.71%-26.1pp |
| Employer contribution / active EE | $3,683 | $3,256+13.1% | $5,011-26.5% | $2,471+49.1% |
| Participant deferral / active EE | $3,755 | $3,236+16.0% | $5,202-27.8% | $3,740+0.4% |
| Admin fee / account holder | $2,159 | $6,751-68.0% | $13,984-84.6% | $5,306-59.3% |