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 | $103,304 | $73,933+39.7% | $96,683+6.8% | $75,163+37.4% |
| Participation rate | 80.4% | 66.4%+14.0pp | 74.3%+6.1pp | 67.2%+13.2pp |
| Annual return | 11.75% | 26.70%-15.0pp | 35.69%-23.9pp | 160.62%-148.9pp |
| Employer contribution / active EE | $10,959 | $2,928+274.3% | $3,737+193.3% | $2,670+310.5% |
| Participant deferral / active EE | $3,620 | $3,659-1.1% | $4,878-25.8% | $4,125-12.3% |
| Admin fee / account holder | $3,906 | $5,216-25.1% | $6,730-42.0% | $5,651-30.9% |