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 3-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 | $95,094 | $95,803-0.7% | $113,168-16.0% | $84,808+12.1% |
| Participation rate | 77.5% | 72.9%+4.6pp | 76.6%+0.9pp | 68.3%+9.2pp |
| Annual return | 12.20% | 25.00%-12.8pp | 24.27%-12.1pp | 40.90%-28.7pp |
| Employer contribution / active EE | $2,452 | $2,360+3.9% | $2,975-17.6% | $2,631-6.8% |
| Participant deferral / active EE | $4,455 | $4,242+5.0% | $5,107-12.8% | $4,212+5.8% |
| Admin fee / account holder | $18,804 | $8,989+109.2% | $12,068+55.8% | $7,344+156.1% |