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 | $83,819 | $96,557-13.2% | $80,975+3.5% | $273,961-69.4% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | -3.94% | 15.14%-19.1pp | 17.10%-21.0pp | 41.45%-45.4pp |
| Employer contribution / active EE | $610 | $4,868-87.5% | $3,714-83.6% | $4,869-87.5% |
| Participant deferral / active EE | $3,044 | $6,598-53.9% | $5,696-46.6% | $5,287-42.4% |
| Admin fee / account holder | $6,503 | $7,492-13.2% | $5,516+17.9% | $10,132-35.8% |