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 | $121,021 | $99,341+21.8% | $84,750+42.8% | $273,961-55.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.50% | 22.93%-25.4pp | 22.78%-25.3pp | 41.45%-44.0pp |
| Employer contribution / active EE | $1,820 | $4,214-56.8% | $3,574-49.1% | $4,869-62.6% |
| Participant deferral / active EE | $6,676 | $4,269+56.4% | $3,712+79.9% | $5,287+26.3% |
| Admin fee / account holder | $8,950 | $6,644+34.7% | $5,332+67.9% | $10,132-11.7% |