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 | $99,496 | $115,882-14.1% | $100,516-1.0% | $158,922-37.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 6.36% | 34.79%-28.4pp | 30.89%-24.5pp | 302.83%-296.5pp |
| Employer contribution / active EE | $2,892 | $4,103-29.5% | $3,418-15.4% | $4,761-39.3% |
| Participant deferral / active EE | $3,964 | $6,674-40.6% | $6,270-36.8% | $5,982-33.7% |
| Admin fee / account holder | $17,792 | $10,995+61.8% | $8,081+120.2% | $11,246+58.2% |