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 | $56,969 | $181,894-68.7% | $156,549-63.6% | $273,961-79.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -2.58% | 30.74%-33.3pp | 32.23%-34.8pp | 41.45%-44.0pp |
| Employer contribution / active EE | $2,674 | $6,248-57.2% | $5,501-51.4% | $4,869-45.1% |
| Participant deferral / active EE | $2,357 | $5,550-57.5% | $4,871-51.6% | $5,287-55.4% |
| Admin fee / account holder | $3,121 | $15,559-79.9% | $13,027-76.0% | $10,132-69.2% |