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 | $76,589 | $99,341-22.9% | $84,750-9.6% | $273,961-72.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | -1.49% | 22.93%-24.4pp | 22.78%-24.3pp | 41.45%-42.9pp |
| Employer contribution / active EE | $2,207 | $4,214-47.6% | $3,574-38.2% | $4,869-54.7% |
| Participant deferral / active EE | $4,537 | $4,269+6.3% | $3,712+22.2% | $5,287-14.2% |
| Admin fee / account holder | $2,318 | $6,644-65.1% | $5,332-56.5% | $10,132-77.1% |