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 | $144,147 | $161,352-10.7% | $134,172+7.4% | $137,256+5.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 9.21% | 28.72%-19.5pp | 25.30%-16.1pp | 220.34%-211.1pp |
| Employer contribution / active EE | $3,029 | $4,099-26.1% | $3,420-11.4% | $4,156-27.1% |
| Participant deferral / active EE | $7,794 | $5,552+40.4% | $4,690+66.2% | $6,407+21.7% |
| Admin fee / account holder | $7,145 | $15,028-52.5% | $12,016-40.5% | $12,270-41.8% |