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 | $76,000 | $109,359-30.5% | $162,163-53.1% | $72,985+4.1% |
| Participation rate | 97.6% | 84.3%+13.3pp | 87.6%+10.0pp | 69.5%+28.1pp |
| Annual return | 2.69% | 25.46%-22.8pp | 115.59%-112.9pp | 81.00%-78.3pp |
| Employer contribution / active EE | $3,404 | $3,907-12.9% | $5,614-39.4% | $2,440+39.5% |
| Participant deferral / active EE | $2,815 | $5,481-48.6% | $7,298-61.4% | $3,607-22.0% |
| Admin fee / account holder | $6,094 | $7,972-23.6% | $10,843-43.8% | $5,124+18.9% |