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 | $97,470 | $59,101+64.9% | $77,163+26.3% | $75,163+29.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 0.47% | 26.71%-26.2pp | 37.87%-37.4pp | 160.62%-160.1pp |
| Employer contribution / active EE | $1,757 | $1,995-12.0% | $2,535-30.7% | $2,670-34.2% |
| Participant deferral / active EE | $2,448 | $2,999-18.4% | $3,833-36.1% | $4,125-40.7% |
| Admin fee / account holder | $6,808 | $4,774+42.6% | $5,472+24.4% | $5,651+20.5% |