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 | $61,313 | $149,734-59.1% | $118,925-48.4% | $158,922-61.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | -2.13% | 19.95%-22.1pp | 35.88%-38.0pp | 302.83%-305.0pp |
| Employer contribution / active EE | $2,185 | $4,115-46.9% | $3,263-33.0% | $4,761-54.1% |
| Participant deferral / active EE | $2,943 | $5,223-43.7% | $4,265-31.0% | $5,982-50.8% |
| Admin fee / account holder | $5,808 | $8,603-32.5% | $6,581-11.7% | $11,246-48.4% |