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 | $116,746 | $127,065-8.1% | $113,168+3.2% | $142,382-18.0% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.10% | 24.03%-13.9pp | 24.27%-14.2pp | 217.08%-207.0pp |
| Employer contribution / active EE | $2,448 | $3,442-28.9% | $2,975-17.7% | $4,299-43.1% |
| Participant deferral / active EE | $3,579 | $5,716-37.4% | $5,107-29.9% | $6,507-45.0% |
| Admin fee / account holder | $1,629 | $15,736-89.6% | $12,068-86.5% | $12,624-87.1% |