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 | $93,286 | $99,341-6.1% | $84,750+10.1% | $273,961-65.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.97% | 22.93%-23.9pp | 22.78%-23.7pp | 41.45%-42.4pp |
| Employer contribution / active EE | $2,345 | $4,214-44.3% | $3,574-34.4% | $4,869-51.8% |
| Participant deferral / active EE | $6,666 | $4,269+56.1% | $3,712+79.6% | $5,287+26.1% |
| Admin fee / account holder | $700 | $6,644-89.5% | $5,332-86.9% | $10,132-93.1% |