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 | $80,774 | $88,707-8.9% | $74,183+8.9% | $273,961-70.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.79% | 11.94%-10.2pp | 17.74%-15.9pp | 41.45%-39.7pp |
| Employer contribution / active EE | $2,093 | $3,159-33.8% | $2,370-11.7% | $4,869-57.0% |
| Participant deferral / active EE | $5,000 | $4,212+18.7% | $3,550+40.9% | $5,287-5.4% |
| Admin fee / account holder | $749 | $8,717-91.4% | $5,586-86.6% | $10,132-92.6% |