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 | $95,078 | $162,781-41.6% | $133,956-29.0% | $158,922-40.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.02% | 41.94%-39.9pp | 45.09%-43.1pp | 302.83%-300.8pp |
| Employer contribution / active EE | $1,579 | $4,975-68.3% | $3,919-59.7% | $4,761-66.8% |
| Participant deferral / active EE | $2,550 | $5,911-56.9% | $5,048-49.5% | $5,982-57.4% |
| Admin fee / account holder | $6,596 | $11,736-43.8% | $8,927-26.1% | $11,246-41.4% |