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 | $81,852 | $65,685+24.6% | $57,179+43.2% | $273,961-70.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.39% | 21.99%-21.6pp | 14.59%-14.2pp | 41.45%-41.1pp |
| Employer contribution / active EE | $7,178 | $3,279+118.9% | $2,682+167.6% | $4,869+47.4% |
| Participant deferral / active EE | $4,330 | $3,782+14.5% | $3,096+39.9% | $5,287-18.1% |
| Admin fee / account holder | $4,194 | $4,835-13.2% | $3,139+33.6% | $10,132-58.6% |