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 | $72,470 | $76,367-5.1% | $93,606-22.6% | $72,985-0.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 4.53% | 25.82%-21.3pp | 32.76%-28.2pp | 81.00%-76.5pp |
| Employer contribution / active EE | $946 | $2,275-58.4% | $2,718-65.2% | $2,440-61.2% |
| Participant deferral / active EE | $4,443 | $3,538+25.6% | $4,069+9.2% | $3,607+23.2% |
| Admin fee / account holder | $2,319 | $6,838-66.1% | $7,888-70.6% | $5,124-54.7% |