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 | $76,246 | $153,311-50.3% | $109,313-30.2% | $273,961-72.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | -0.89% | 29.86%-30.7pp | 22.07%-23.0pp | 41.45%-42.3pp |
| Employer contribution / active EE | $2,232 | $5,619-60.3% | $3,892-42.7% | $4,869-54.2% |
| Participant deferral / active EE | $7,916 | $3,932+101.3% | $3,166+150.0% | $5,287+49.7% |
| Admin fee / account holder | $338 | $8,076-95.8% | $5,666-94.0% | $10,132-96.7% |