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 | $104,628 | $72,177+45.0% | $115,037-9.0% | $59,632+75.5% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.63% | 12.02%-14.6pp | 26.14%-28.8pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $3,321 | $2,841+16.9% | $4,608-27.9% | $2,203+50.8% |
| Participant deferral / active EE | $6,905 | $4,783+44.4% | $6,026+14.6% | $3,192+116.4% |
| Admin fee / account holder | $1,473 | $4,927-70.1% | $8,175-82.0% | $4,297-65.7% |