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 | $84,148 | $99,341-15.3% | $84,750-0.7% | $273,961-69.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.71% | 22.93%-21.2pp | 22.78%-21.1pp | 41.45%-39.7pp |
| Employer contribution / active EE | $2,529 | $4,214-40.0% | $3,574-29.3% | $4,869-48.1% |
| Participant deferral / active EE | $5,743 | $4,269+34.5% | $3,712+54.7% | $5,287+8.6% |
| Admin fee / account holder | $245,980 | $6,644+3602.3% | $5,332+4513.1% | $10,132+2327.8% |