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 | $74,146 | $89,355-17.0% | $141,162-47.5% | $72,985+1.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 1.50% | 111.85%-110.3pp | 71.39%-69.9pp | 81.00%-79.5pp |
| Employer contribution / active EE | $3,624 | $3,114+16.4% | $4,735-23.5% | $2,440+48.5% |
| Participant deferral / active EE | $3,802 | $5,418-29.8% | $6,709-43.3% | $3,607+5.4% |
| Admin fee / account holder | $1,649 | $5,958-72.3% | $10,261-83.9% | $5,124-67.8% |