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 | $83,611 | $93,571-10.6% | $135,903-38.5% | $75,163+11.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.01% | 30.90%-16.9pp | 68.23%-54.2pp | 160.62%-146.6pp |
| Employer contribution / active EE | $1,945 | $3,537-45.0% | $4,856-59.9% | $2,670-27.1% |
| Participant deferral / active EE | $6,594 | $6,404+3.0% | $7,758-15.0% | $4,125+59.8% |
| Admin fee / account holder | $2,408 | $6,975-65.5% | $10,762-77.6% | $5,651-57.4% |