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 | $116,100 | $72,277+60.6% | $101,248+14.7% | $79,858+45.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -0.35% | 22.30%-22.6pp | 46.47%-46.8pp | 31.71%-32.1pp |
| Employer contribution / active EE | $1,003 | $2,692-62.7% | $3,660-72.6% | $2,471-59.4% |
| Participant deferral / active EE | $5,528 | $3,282+68.5% | $4,370+26.5% | $3,740+47.8% |
| Admin fee / account holder | $4,112 | $4,400-6.6% | $5,945-30.8% | $5,306-22.5% |