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 | $83,702 | $76,552+9.3% | $123,892-32.4% | $62,891+33.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 1.64% | 18.68%-17.0pp | 47.52%-45.9pp | 20.14%-18.5pp |
| Employer contribution / active EE | $4,335 | $2,883+50.4% | $4,617-6.1% | $2,281+90.1% |
| Participant deferral / active EE | $6,337 | $4,840+30.9% | $5,984+5.9% | $3,203+97.9% |
| Admin fee / account holder | $3,035 | $4,826-37.1% | $8,357-63.7% | $4,296-29.4% |