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 | $111,200 | $90,503+22.9% | $78,689+41.3% | $273,961-59.4% |
| Participation rate | 75.0% | 76.5%-1.5pp | 73.6%+1.4pp | 83.0%-8.0pp |
| Annual return | -1.08% | 75.60%-76.7pp | 62.18%-63.3pp | 41.45%-42.5pp |
| Employer contribution / active EE | $15,820 | $3,176+398.1% | $2,851+455.0% | $4,869+224.9% |
| Participant deferral / active EE | $9,575 | $3,901+145.4% | $3,517+172.3% | $5,287+81.1% |
| Admin fee / account holder | $1,027 | $5,263-80.5% | $4,510-77.2% | $10,132-89.9% |