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 | $94,445 | $153,772-38.6% | $133,980-29.5% | $273,961-65.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.52% | 36.51%-36.0pp | 29.30%-28.8pp | 41.45%-40.9pp |
| Employer contribution / active EE | $2,773 | $6,029-54.0% | $5,211-46.8% | $4,869-43.0% |
| Participant deferral / active EE | $13,533 | $6,958+94.5% | $6,282+115.4% | $5,287+156.0% |
| Admin fee / account holder | $9,014 | $11,765-23.4% | $9,324-3.3% | $10,132-11.0% |