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 | $101,812 | $77,634+31.1% | $156,549-35.0% | $62,891+61.9% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -4.50% | 50.32%-54.8pp | 32.23%-36.7pp | 20.14%-24.6pp |
| Employer contribution / active EE | $3,461 | $3,444+0.5% | $5,501-37.1% | $2,281+51.7% |
| Participant deferral / active EE | $2,591 | $3,045-14.9% | $4,871-46.8% | $3,203-19.1% |
| Admin fee / account holder | $3,904 | $5,561-29.8% | $13,027-70.0% | $4,296-9.1% |