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 | $139,436 | $99,341+40.4% | $84,750+64.5% | $273,961-49.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -4.36% | 22.93%-27.3pp | 22.78%-27.1pp | 41.45%-45.8pp |
| Employer contribution / active EE | $4,313 | $4,214+2.4% | $3,574+20.7% | $4,869-11.4% |
| Participant deferral / active EE | $9,489 | $4,269+122.3% | $3,712+155.7% | $5,287+79.5% |
| Admin fee / account holder | $1,153 | $6,644-82.6% | $5,332-78.4% | $10,132-88.6% |