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 | $113,768 | $63,764+78.4% | $81,930+38.9% | $79,858+42.5% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 0.07% | 22.66%-22.6pp | 29.49%-29.4pp | 31.71%-31.6pp |
| Employer contribution / active EE | $2,135 | $1,795+18.9% | $4,310-50.5% | $2,471-13.6% |
| Participant deferral / active EE | $3,467 | $2,780+24.7% | $7,107-51.2% | $3,740-7.3% |
| Admin fee / account holder | $4,339 | $4,426-2.0% | $5,158-15.9% | $5,306-18.2% |