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 9-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 | $118,011 | $76,552+54.2% | $123,892-4.7% | $62,891+87.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -3.35% | 18.68%-22.0pp | 47.52%-50.9pp | 20.14%-23.5pp |
| Employer contribution / active EE | $7,540 | $2,883+161.6% | $4,617+63.3% | $2,281+230.6% |
| Participant deferral / active EE | $3,192 | $4,840-34.1% | $5,984-46.7% | $3,203-0.4% |
| Admin fee / account holder | $2,032 | $4,826-57.9% | $8,357-75.7% | $4,296-52.7% |