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 | $67,417 | $65,685+2.6% | $57,179+17.9% | $273,961-75.4% |
| Participation rate | 90.9% | 78.3%+12.6pp | 75.3%+15.6pp | 83.0%+7.9pp |
| Annual return | -0.17% | 21.99%-22.2pp | 14.59%-14.8pp | 41.45%-41.6pp |
| Employer contribution / active EE | $6,806 | $3,279+107.6% | $2,682+153.7% | $4,869+39.8% |
| Participant deferral / active EE | $6,806 | $3,782+80.0% | $3,096+119.8% | $5,287+28.7% |
| Admin fee / account holder | $2,597 | $4,835-46.3% | $3,139-17.3% | $10,132-74.4% |