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 | $232,890 | $135,952+71.3% | $123,892+88.0% | $273,961-15.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.30% | 56.63%-56.3pp | 47.52%-47.2pp | 41.45%-41.2pp |
| Employer contribution / active EE | $1,200 | $5,170-76.8% | $4,617-74.0% | $4,869-75.4% |
| Participant deferral / active EE | $2,287 | $6,343-63.9% | $5,984-61.8% | $5,287-56.7% |
| Admin fee / account holder | $356 | $9,817-96.4% | $8,357-95.7% | $10,132-96.5% |