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 | $96,108 | $132,239-27.3% | $105,722-9.1% | $273,961-64.9% |
| Participation rate | 78.9% | 83.2%-4.2pp | 78.9%0pp | 83.0%-4.1pp |
| Annual return | -0.17% | 10.07%-10.2pp | 12.25%-12.4pp | 41.45%-41.6pp |
| Employer contribution / active EE | $1,428 | $4,867-70.7% | $4,079-65.0% | $4,869-70.7% |
| Participant deferral / active EE | $3,965 | $6,233-36.4% | $5,326-25.5% | $5,287-25.0% |
| Admin fee / account holder | $2,651 | $12,032-78.0% | $8,308-68.1% | $10,132-73.8% |