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 | $169,314 | $99,341+70.4% | $84,750+99.8% | $273,961-38.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -2.93% | 22.93%-25.9pp | 22.78%-25.7pp | 41.45%-44.4pp |
| Employer contribution / active EE | $3,455 | $4,214-18.0% | $3,574-3.3% | $4,869-29.0% |
| Participant deferral / active EE | $8,250 | $4,269+93.2% | $3,712+122.3% | $5,287+56.0% |
| Admin fee / account holder | $1,073 | $6,644-83.8% | $5,332-79.9% | $10,132-89.4% |