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 | $109,503 | $132,239-17.2% | $105,722+3.6% | $273,961-60.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -1.08% | 10.07%-11.2pp | 12.25%-13.3pp | 41.45%-42.5pp |
| Employer contribution / active EE | $2,377 | $4,867-51.2% | $4,079-41.7% | $4,869-51.2% |
| Participant deferral / active EE | $3,202 | $6,233-48.6% | $5,326-39.9% | $5,287-39.4% |
| Admin fee / account holder | $2,025 | $12,032-83.2% | $8,308-75.6% | $10,132-80.0% |