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 | $45,757 | $99,341-53.9% | $84,750-46.0% | $273,961-83.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.55% | 22.93%-24.5pp | 22.78%-24.3pp | 41.45%-43.0pp |
| Employer contribution / active EE | $2,462 | $4,214-41.6% | $3,574-31.1% | $4,869-49.4% |
| Participant deferral / active EE | $5,004 | $4,269+17.2% | $3,712+34.8% | $5,287-5.4% |
| Admin fee / account holder | $3,842 | $6,644-42.2% | $5,332-27.9% | $10,132-62.1% |