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 | $89,996 | $88,707+1.5% | $74,183+21.3% | $273,961-67.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.59% | 11.94%-13.5pp | 17.74%-19.3pp | 41.45%-43.0pp |
| Employer contribution / active EE | $3,436 | $3,159+8.8% | $2,370+45.0% | $4,869-29.4% |
| Participant deferral / active EE | $6,383 | $4,212+51.6% | $3,550+79.8% | $5,287+20.7% |
| Admin fee / account holder | $14,337 | $8,717+64.5% | $5,586+156.7% | $10,132+41.5% |