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 | $72,628 | $96,557-24.8% | $80,975-10.3% | $273,961-73.5% |
| Participation rate | 84.6% | 79.1%+5.5pp | 75.8%+8.8pp | 83.0%+1.6pp |
| Annual return | -1.31% | 15.14%-16.4pp | 17.10%-18.4pp | 41.45%-42.8pp |
| Employer contribution / active EE | $2,971 | $4,868-39.0% | $3,714-20.0% | $4,869-39.0% |
| Participant deferral / active EE | $10,239 | $6,598+55.2% | $5,696+79.8% | $5,287+93.7% |
| Admin fee / account holder | $6,238 | $7,492-16.7% | $5,516+13.1% | $10,132-38.4% |