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 | $92,748 | $116,175-20.2% | $93,606-0.9% | $152,861-39.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 1.97% | 35.96%-34.0pp | 32.76%-30.8pp | 345.32%-343.4pp |
| Employer contribution / active EE | $950 | $3,218-70.5% | $2,718-65.0% | $4,762-80.1% |
| Participant deferral / active EE | $2,353 | $4,603-48.9% | $4,069-42.2% | $5,850-59.8% |
| Admin fee / account holder | $3,229 | $10,748-70.0% | $7,888-59.1% | $11,596-72.2% |