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 | $136,080 | $78,926+72.4% | $136,749-0.5% | $84,808+60.5% |
| Participation rate | 100.0% | 62.2%+37.8pp | 72.1%+27.9pp | 68.3%+31.7pp |
| Annual return | 3.38% | 18.17%-14.8pp | 24.33%-20.9pp | 40.90%-37.5pp |
| Employer contribution / active EE | $2,400 | $2,134+12.5% | $3,400-29.4% | $2,631-8.8% |
| Participant deferral / active EE | $0 | $3,168-100.0% | $4,692-100.0% | $4,212-100.0% |
| Admin fee / account holder | $7,701 | $6,369+20.9% | $11,386-32.4% | $7,344+4.9% |