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 | $104,045 | $135,952-23.5% | $123,892-16.0% | $273,961-62.0% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 2.57% | 56.63%-54.1pp | 47.52%-44.9pp | 41.45%-38.9pp |
| Employer contribution / active EE | $2,073 | $5,170-59.9% | $4,617-55.1% | $4,869-57.4% |
| Participant deferral / active EE | $3,022 | $6,343-52.4% | $5,984-49.5% | $5,287-42.8% |
| Admin fee / account holder | $18,043 | $9,817+83.8% | $8,357+115.9% | $10,132+78.1% |