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 | $54,128 | $60,349-10.3% | $74,183-27.0% | $62,891-13.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -1.09% | 21.37%-22.5pp | 17.74%-18.8pp | 20.14%-21.2pp |
| Employer contribution / active EE | $900 | $1,680-46.5% | $2,370-62.0% | $2,281-60.6% |
| Participant deferral / active EE | $3,424 | $2,856+19.9% | $3,550-3.5% | $3,203+6.9% |
| Admin fee / account holder | $1,242 | $4,261-70.8% | $5,586-77.8% | $4,296-71.1% |