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 | $131,298 | $99,341+32.2% | $84,750+54.9% | $273,961-52.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.73% | 22.93%-24.7pp | 22.78%-24.5pp | 41.45%-43.2pp |
| Employer contribution / active EE | $17,903 | $4,214+324.9% | $3,574+400.9% | $4,869+267.7% |
| Participant deferral / active EE | $6,408 | $4,269+50.1% | $3,712+72.6% | $5,287+21.2% |
| Admin fee / account holder | $1,233 | $6,644-81.4% | $5,332-76.9% | $10,132-87.8% |