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 | $82,324 | $76,367+7.8% | $93,606-12.1% | $72,985+12.8% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 1.54% | 25.82%-24.3pp | 32.76%-31.2pp | 81.00%-79.5pp |
| Employer contribution / active EE | $4,545 | $2,275+99.8% | $2,718+67.2% | $2,440+86.3% |
| Participant deferral / active EE | $2,455 | $3,538-30.6% | $4,069-39.7% | $3,607-32.0% |
| Admin fee / account holder | $12,385 | $6,838+81.1% | $7,888+57.0% | $5,124+141.7% |