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 | $65,041 | $99,341-34.5% | $84,750-23.3% | $273,961-76.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.16% | 22.93%-24.1pp | 22.78%-23.9pp | 41.45%-42.6pp |
| Employer contribution / active EE | $1,983 | $4,214-52.9% | $3,574-44.5% | $4,869-59.3% |
| Participant deferral / active EE | $5,516 | $4,269+29.2% | $3,712+48.6% | $5,287+4.3% |
| Admin fee / account holder | $463 | $6,644-93.0% | $5,332-91.3% | $10,132-95.4% |