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 | $99,919 | $124,281-19.6% | $109,143-8.5% | $167,490-40.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | -0.95% | 26.04%-27.0pp | 25.75%-26.7pp | 478.56%-479.5pp |
| Employer contribution / active EE | $1,742 | $4,207-58.6% | $3,722-53.2% | $4,837-64.0% |
| Participant deferral / active EE | $1,663 | $5,255-68.4% | $4,653-64.3% | $6,341-73.8% |
| Admin fee / account holder | $7,764 | $7,970-2.6% | $6,752+15.0% | $12,309-36.9% |