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 | $65,031 | $88,707-26.7% | $74,183-12.3% | $273,961-76.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.28% | 11.94%-9.7pp | 17.74%-15.5pp | 41.45%-39.2pp |
| Employer contribution / active EE | $2,297 | $3,159-27.3% | $2,370-3.1% | $4,869-52.8% |
| Participant deferral / active EE | $5,104 | $4,212+21.2% | $3,550+43.8% | $5,287-3.5% |
| Admin fee / account holder | $9,287 | $8,717+6.5% | $5,586+66.3% | $10,132-8.3% |