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 | $67,416 | $76,552-11.9% | $123,892-45.6% | $62,891+7.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | -0.36% | 18.68%-19.0pp | 47.52%-47.9pp | 20.14%-20.5pp |
| Employer contribution / active EE | $3,847 | $2,883+33.5% | $4,617-16.7% | $2,281+68.7% |
| Participant deferral / active EE | $4,521 | $4,840-6.6% | $5,984-24.4% | $3,203+41.2% |
| Admin fee / account holder | $503 | $4,826-89.6% | $8,357-94.0% | $4,296-88.3% |