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 | $97,968 | $61,660+58.9% | $80,019+22.4% | $64,186+52.6% |
| Participation rate | 74.2% | 71.7%+2.5pp | 75.8%-1.6pp | 69.6%+4.6pp |
| Annual return | -8.35% | -0.33%-8.0pp | 11.22%-19.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $675 | $1,810-62.7% | $2,468-72.6% | $2,381-71.6% |
| Participant deferral / active EE | $2,373 | $2,968-20.0% | $3,686-35.6% | $3,470-31.6% |
| Admin fee / account holder | $3,547 | $5,417-34.5% | $6,521-45.6% | $4,888-27.4% |