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 | $87,797 | $90,503-3.0% | $78,689+11.6% | $273,961-68.0% |
| Participation rate | 84.6% | 76.5%+8.1pp | 73.6%+11.1pp | 83.0%+1.6pp |
| Annual return | 0.77% | 75.60%-74.8pp | 62.18%-61.4pp | 41.45%-40.7pp |
| Employer contribution / active EE | $3,416 | $3,176+7.6% | $2,851+19.8% | $4,869-29.8% |
| Participant deferral / active EE | $3,316 | $3,901-15.0% | $3,517-5.7% | $5,287-37.3% |
| Admin fee / account holder | $2,533 | $5,263-51.9% | $4,510-43.8% | $10,132-75.0% |