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 6-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 | $85,577 | $81,248+5.3% | $155,509-45.0% | $80,856+5.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 5.59% | 33.31%-27.7pp | 64.67%-59.1pp | 35.59%-30.0pp |
| Employer contribution / active EE | $2,189 | $3,100-29.4% | $4,672-53.1% | $2,755-20.5% |
| Participant deferral / active EE | $2,037 | $3,452-41.0% | $5,626-63.8% | $4,296-52.6% |
| Admin fee / account holder | $4,370 | $7,997-45.4% | $15,912-72.5% | $6,918-36.8% |