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 | $61,833 | $56,484+9.5% | $169,463-63.5% | $64,186-3.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -8.23% | -1.55%-6.7pp | 1.83%-10.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $4,052 | $1,832+121.1% | $4,159-2.6% | $2,381+70.2% |
| Participant deferral / active EE | $4,700 | $3,448+36.3% | $5,277-10.9% | $3,470+35.5% |
| Admin fee / account holder | $305 | $4,174-92.7% | $9,109-96.7% | $4,888-93.8% |