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 | $65,230 | $76,367-14.6% | $93,606-30.3% | $72,985-10.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 0.78% | 25.82%-25.0pp | 32.76%-32.0pp | 81.00%-80.2pp |
| Employer contribution / active EE | $2,133 | $2,275-6.3% | $2,718-21.5% | $2,440-12.6% |
| Participant deferral / active EE | $2,575 | $3,538-27.2% | $4,069-36.7% | $3,607-28.6% |
| Admin fee / account holder | $2,046 | $6,838-70.1% | $7,888-74.1% | $5,124-60.1% |