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 7-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 | $99,349 | $140,944-29.5% | $112,236-11.5% | $139,427-28.7% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 1.15% | 32.71%-31.6pp | 30.20%-29.1pp | 373.27%-372.1pp |
| Employer contribution / active EE | $4,410 | $4,285+2.9% | $3,431+28.5% | $4,752-7.2% |
| Participant deferral / active EE | $3,633 | $5,876-38.2% | $4,799-24.3% | $6,711-45.9% |
| Admin fee / account holder | $1,598 | $9,954-83.9% | $7,749-79.4% | $11,404-86.0% |