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 | $114,205 | $123,793-7.7% | $177,821-35.8% | $79,858+43.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | -5.18% | 22.82%-28.0pp | 48.32%-53.5pp | 31.71%-36.9pp |
| Employer contribution / active EE | $6,526 | $4,095+59.3% | $5,918+10.3% | $2,471+164.1% |
| Participant deferral / active EE | $2,937 | $5,956-50.7% | $7,714-61.9% | $3,740-21.5% |
| Admin fee / account holder | $2,728 | $7,243-62.3% | $12,427-78.0% | $5,306-48.6% |