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 | $69,197 | $57,016+21.4% | $84,966-18.6% | $80,856-14.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 10.40% | 21.66%-11.3pp | 66.38%-56.0pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,980 | $1,798+10.1% | $2,727-27.4% | $2,755-28.1% |
| Participant deferral / active EE | $6,003 | $3,110+93.1% | $4,519+32.8% | $4,296+39.7% |
| Admin fee / account holder | $1,774 | $4,980-64.4% | $6,149-71.1% | $6,918-74.4% |