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 | $99,771 | $133,922-25.5% | $116,228-14.2% | $142,382-29.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 1.82% | 147.76%-145.9pp | 90.06%-88.2pp | 217.08%-215.3pp |
| Employer contribution / active EE | $2,820 | $3,446-18.2% | $2,994-5.8% | $4,299-34.4% |
| Participant deferral / active EE | $1,733 | $5,672-69.4% | $4,953-65.0% | $6,507-73.4% |
| Admin fee / account holder | $55,686 | $14,945+272.6% | $11,989+364.5% | $12,624+341.1% |