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 | $80,839 | $48,076+68.1% | $78,689+2.7% | $62,891+28.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.61% | 31.35%-30.7pp | 62.18%-61.6pp | 20.14%-19.5pp |
| Employer contribution / active EE | $2,974 | $2,015+47.6% | $2,851+4.3% | $2,281+30.4% |
| Participant deferral / active EE | $1,479 | $2,588-42.8% | $3,517-57.9% | $3,203-53.8% |
| Admin fee / account holder | $9,832 | $3,207+206.6% | $4,510+118.0% | $4,296+128.9% |