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 | $70,826 | $65,685+7.8% | $57,179+23.9% | $273,961-74.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.11% | 21.99%-22.1pp | 14.59%-14.7pp | 41.45%-41.6pp |
| Employer contribution / active EE | $2,755 | $3,279-16.0% | $2,682+2.7% | $4,869-43.4% |
| Participant deferral / active EE | $7,415 | $3,782+96.1% | $3,096+139.5% | $5,287+40.2% |
| Admin fee / account holder | $29,698 | $4,835+514.3% | $3,139+846.1% | $10,132+193.1% |