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 | $65,696 | $74,927-12.3% | $101,794-35.5% | $84,808-22.5% |
| Participation rate | 71.6% | 61.4%+10.2pp | 69.2%+2.4pp | 68.3%+3.3pp |
| Annual return | -1.21% | 18.70%-19.9pp | 30.53%-31.7pp | 40.90%-42.1pp |
| Employer contribution / active EE | $1,026 | $1,522-32.6% | $2,289-55.2% | $2,631-61.0% |
| Participant deferral / active EE | $3,042 | $3,099-1.8% | $4,084-25.5% | $4,212-27.8% |
| Admin fee / account holder | $1,406 | $6,514-78.4% | $8,777-84.0% | $7,344-80.9% |