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 | $102,420 | $58,512+75.0% | $84,015+21.9% | $72,985+40.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 0.38% | 28.93%-28.5pp | 71.31%-70.9pp | 81.00%-80.6pp |
| Employer contribution / active EE | $687 | $1,163-40.9% | $1,983-65.3% | $2,440-71.8% |
| Participant deferral / active EE | $1,762 | $2,394-26.4% | $3,239-45.6% | $3,607-51.2% |
| Admin fee / account holder | $3,781 | $4,569-17.2% | $6,101-38.0% | $5,124-26.2% |