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 | $109,543 | $87,841+24.7% | $133,980-18.2% | $62,891+74.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | -2.27% | 12.05%-14.3pp | 29.30%-31.6pp | 20.14%-22.4pp |
| Employer contribution / active EE | $5,409 | $3,483+55.3% | $5,211+3.8% | $2,281+137.2% |
| Participant deferral / active EE | $10,616 | $4,812+120.6% | $6,282+69.0% | $3,203+231.5% |
| Admin fee / account holder | $1,071 | $5,371-80.1% | $9,324-88.5% | $4,296-75.1% |