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 | $82,340 | $153,772-46.5% | $133,980-38.5% | $273,961-69.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 2.96% | 36.51%-33.6pp | 29.30%-26.3pp | 41.45%-38.5pp |
| Employer contribution / active EE | $2,381 | $6,029-60.5% | $5,211-54.3% | $4,869-51.1% |
| Participant deferral / active EE | $3,244 | $6,958-53.4% | $6,282-48.4% | $5,287-38.6% |
| Admin fee / account holder | $7,619 | $11,765-35.2% | $9,324-18.3% | $10,132-24.8% |