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 | $75,933 | $83,477-9.0% | $125,175-39.3% | $72,985+4.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 3.12% | 25.78%-22.7pp | 43.79%-40.7pp | 81.00%-77.9pp |
| Employer contribution / active EE | $2,420 | $2,345+3.2% | $3,865-37.4% | $2,440-0.8% |
| Participant deferral / active EE | $4,793 | $3,585+33.7% | $4,937-2.9% | $3,607+32.9% |
| Admin fee / account holder | $15,342 | $5,517+178.1% | $9,702+58.1% | $5,124+199.4% |