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 | $92,409 | $165,984-44.3% | $164,813-43.9% | $145,922-36.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.27% | 100.03%-97.8pp | 69.93%-67.7pp | 561.29%-559.0pp |
| Employer contribution / active EE | $3,766 | $5,273-28.6% | $4,341-13.2% | $4,660-19.2% |
| Participant deferral / active EE | $7,044 | $6,959+1.2% | $6,031+16.8% | $6,688+5.3% |
| Admin fee / account holder | $1,225 | $16,648-92.6% | $12,690-90.3% | $13,397-90.9% |