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 | $83,777 | $81,248+3.1% | $155,509-46.1% | $80,856+3.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 4.44% | 33.31%-28.9pp | 64.67%-60.2pp | 35.59%-31.2pp |
| Employer contribution / active EE | $2,650 | $3,100-14.5% | $4,672-43.3% | $2,755-3.8% |
| Participant deferral / active EE | $3,265 | $3,452-5.4% | $5,626-42.0% | $4,296-24.0% |
| Admin fee / account holder | $40,683 | $7,997+408.7% | $15,912+155.7% | $6,918+488.1% |