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 | $116,156 | $105,630+10.0% | $87,507+32.7% | $273,961-57.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | -8.51% | 12.25%-20.8pp | 12.21%-20.7pp | 41.45%-50.0pp |
| Employer contribution / active EE | $1,598 | $3,141-49.1% | $2,550-37.3% | $4,869-67.2% |
| Participant deferral / active EE | $2,200 | $3,601-38.9% | $3,149-30.1% | $5,287-58.4% |
| Admin fee / account holder | $81,036 | $4,781+1595.1% | $4,221+1820.0% | $10,132+699.8% |