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 | $103,759 | $96,557+7.5% | $80,975+28.1% | $273,961-62.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 0.16% | 15.14%-15.0pp | 17.10%-16.9pp | 41.45%-41.3pp |
| Employer contribution / active EE | $3,540 | $4,868-27.3% | $3,714-4.7% | $4,869-27.3% |
| Participant deferral / active EE | $4,992 | $6,598-24.3% | $5,696-12.4% | $5,287-5.6% |
| Admin fee / account holder | $5,995 | $7,492-20.0% | $5,516+8.7% | $10,132-40.8% |