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 | $80,091 | $63,764+25.6% | $81,930-2.2% | $79,858+0.3% |
| Participation rate | 75.0% | 67.5%+7.5pp | 72.0%+3.0pp | 69.6%+5.4pp |
| Annual return | 1.17% | 22.66%-21.5pp | 29.49%-28.3pp | 31.71%-30.5pp |
| Employer contribution / active EE | $853 | $1,795-52.5% | $4,310-80.2% | $2,471-65.5% |
| Participant deferral / active EE | $2,726 | $2,780-1.9% | $7,107-61.6% | $3,740-27.1% |
| Admin fee / account holder | $1,872 | $4,426-57.7% | $5,158-63.7% | $5,306-64.7% |