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 | $104,893 | $58,577+79.1% | $83,333+25.9% | $64,186+63.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -8.60% | 9.65%-18.2pp | 10.63%-19.2pp | 7.63%-16.2pp |
| Employer contribution / active EE | $2,231 | $2,098+6.3% | $3,379-34.0% | $2,381-6.3% |
| Participant deferral / active EE | $3,994 | $4,654-14.2% | $5,565-28.2% | $3,470+15.1% |
| Admin fee / account holder | $418 | $9,275-95.5% | $7,510-94.4% | $4,888-91.5% |