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 | $99,728 | $90,503+10.2% | $78,689+26.7% | $273,961-63.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -1.08% | 75.60%-76.7pp | 62.18%-63.3pp | 41.45%-42.5pp |
| Employer contribution / active EE | $1,389 | $3,176-56.2% | $2,851-51.3% | $4,869-71.5% |
| Participant deferral / active EE | $2,114 | $3,901-45.8% | $3,517-39.9% | $5,287-60.0% |
| Admin fee / account holder | $3,028 | $5,263-42.5% | $4,510-32.9% | $10,132-70.1% |