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 | $91,324 | $91,190+0.1% | $178,490-48.8% | $79,858+14.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -0.72% | 24.19%-24.9pp | 151.07%-151.8pp | 31.71%-32.4pp |
| Employer contribution / active EE | $3,607 | $3,256+10.8% | $5,011-28.0% | $2,471+46.0% |
| Participant deferral / active EE | $4,977 | $3,236+53.8% | $5,202-4.3% | $3,740+33.1% |
| Admin fee / account holder | $1,647 | $6,751-75.6% | $13,984-88.2% | $5,306-69.0% |