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 | $70,415 | $88,707-20.6% | $74,183-5.1% | $273,961-74.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.70% | 11.94%-11.2pp | 17.74%-17.0pp | 41.45%-40.8pp |
| Employer contribution / active EE | $2,914 | $3,159-7.8% | $2,370+23.0% | $4,869-40.1% |
| Participant deferral / active EE | $5,232 | $4,212+24.2% | $3,550+47.4% | $5,287-1.0% |
| Admin fee / account holder | $314 | $8,717-96.4% | $5,586-94.4% | $10,132-96.9% |