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 | $101,020 | $61,660+63.8% | $80,019+26.2% | $64,186+57.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -9.67% | -0.33%-9.3pp | 11.22%-20.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $15,650 | $1,810+764.4% | $2,468+534.1% | $2,381+557.3% |
| Participant deferral / active EE | $2,864 | $2,968-3.5% | $3,686-22.3% | $3,470-17.5% |
| Admin fee / account holder | $1,036 | $5,417-80.9% | $6,521-84.1% | $4,888-78.8% |