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 | $63,235 | $93,346-32.3% | $71,796-11.9% | $273,961-76.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.91% | 130.39%-129.5pp | 78.04%-77.1pp | 41.45%-40.5pp |
| Employer contribution / active EE | $1,567 | $2,733-42.7% | $1,924-18.6% | $4,869-67.8% |
| Participant deferral / active EE | $2,368 | $3,475-31.9% | $2,794-15.3% | $5,287-55.2% |
| Admin fee / account holder | $8,749 | $6,571+33.2% | $4,815+81.7% | $10,132-13.6% |