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 | $76,477 | $54,726+39.7% | $68,793+11.2% | $64,186+19.1% |
| Participation rate | 90.7% | 68.0%+22.7pp | 72.2%+18.5pp | 69.6%+21.2pp |
| Annual return | -7.94% | -1.62%-6.3pp | -4.63%-3.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $974 | $1,846-47.2% | $2,625-62.9% | $2,381-59.1% |
| Participant deferral / active EE | $2,095 | $2,626-20.2% | $3,311-36.7% | $3,470-39.6% |
| Admin fee / account holder | $1,973 | $4,027-51.0% | $5,131-61.5% | $4,888-59.6% |