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 | $71,986 | $93,346-22.9% | $71,796+0.3% | $273,961-73.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | -0.27% | 130.39%-130.7pp | 78.04%-78.3pp | 41.45%-41.7pp |
| Employer contribution / active EE | $1,746 | $2,733-36.1% | $1,924-9.3% | $4,869-64.1% |
| Participant deferral / active EE | $3,055 | $3,475-12.1% | $2,794+9.3% | $5,287-42.2% |
| Admin fee / account holder | $827 | $6,571-87.4% | $4,815-82.8% | $10,132-91.8% |