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 | $124,399 | $90,503+37.5% | $78,689+58.1% | $273,961-54.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -2.80% | 75.60%-78.4pp | 62.18%-65.0pp | 41.45%-44.2pp |
| Employer contribution / active EE | $2,956 | $3,176-6.9% | $2,851+3.7% | $4,869-39.3% |
| Participant deferral / active EE | $8,201 | $3,901+110.2% | $3,517+133.2% | $5,287+55.1% |
| Admin fee / account holder | $2,323 | $5,263-55.9% | $4,510-48.5% | $10,132-77.1% |