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 | $103,673 | $76,552+35.4% | $123,892-16.3% | $62,891+64.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.61% | 18.68%-13.1pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $3,653 | $2,883+26.7% | $4,617-20.9% | $2,281+60.2% |
| Participant deferral / active EE | $4,985 | $4,840+3.0% | $5,984-16.7% | $3,203+55.7% |
| Admin fee / account holder | $6,793 | $4,826+40.8% | $8,357-18.7% | $4,296+58.1% |