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 | $87,688 | $39,122+124.1% | $57,179+53.4% | $62,891+39.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | -0.30% | 9.23%-9.5pp | 14.59%-14.9pp | 20.14%-20.4pp |
| Employer contribution / active EE | $3,071 | $1,874+63.9% | $2,682+14.5% | $2,281+34.7% |
| Participant deferral / active EE | $3,047 | $2,374+28.4% | $3,096-1.6% | $3,203-4.9% |
| Admin fee / account holder | $9,331 | $2,592+260.0% | $3,139+197.3% | $4,296+117.2% |