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 | $89,869 | $87,733+2.4% | $106,548-15.7% | $85,850+4.7% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 8.23% | 21.86%-13.6pp | 26.80%-18.6pp | 318.53%-310.3pp |
| Employer contribution / active EE | $2,485 | $2,073+19.9% | $2,819-11.8% | $2,565-3.1% |
| Participant deferral / active EE | $3,170 | $3,469-8.6% | $4,398-27.9% | $3,952-19.8% |
| Admin fee / account holder | $5,459 | $6,767-19.3% | $7,407-26.3% | $6,260-12.8% |