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 | $95,684 | $153,772-37.8% | $133,980-28.6% | $273,961-65.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.34% | 36.51%-36.2pp | 29.30%-29.0pp | 41.45%-41.1pp |
| Employer contribution / active EE | $7,258 | $6,029+20.4% | $5,211+39.3% | $4,869+49.1% |
| Participant deferral / active EE | $2,513 | $6,958-63.9% | $6,282-60.0% | $5,287-52.5% |
| Admin fee / account holder | $2,361 | $11,765-79.9% | $9,324-74.7% | $10,132-76.7% |