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 | $117,810 | $99,341+18.6% | $84,750+39.0% | $273,961-57.0% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | -0.12% | 22.93%-23.0pp | 22.78%-22.9pp | 41.45%-41.6pp |
| Employer contribution / active EE | $8,400 | $4,214+99.3% | $3,574+135.0% | $4,869+72.5% |
| Participant deferral / active EE | $6,795 | $4,269+59.2% | $3,712+83.1% | $5,287+28.5% |
| Admin fee / account holder | $560 | $6,644-91.6% | $5,332-89.5% | $10,132-94.5% |