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 | $65,585 | $99,341-34.0% | $84,750-22.6% | $273,961-76.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.76% | 22.93%-23.7pp | 22.78%-23.5pp | 41.45%-42.2pp |
| Employer contribution / active EE | $5,282 | $4,214+25.4% | $3,574+47.8% | $4,869+8.5% |
| Participant deferral / active EE | $1,328 | $4,269-68.9% | $3,712-64.2% | $5,287-74.9% |
| Admin fee / account holder | $16,657 | $6,644+150.7% | $5,332+212.4% | $10,132+64.4% |