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 | $74,279 | $88,707-16.3% | $74,183+0.1% | $273,961-72.9% |
| Participation rate | 86.4% | 79.4%+6.9pp | 76.6%+9.7pp | 83.0%+3.3pp |
| Annual return | 1.99% | 11.94%-10.0pp | 17.74%-15.7pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,352 | $3,159-57.2% | $2,370-43.0% | $4,869-72.2% |
| Participant deferral / active EE | $3,946 | $4,212-6.3% | $3,550+11.2% | $5,287-25.4% |
| Admin fee / account holder | $1,999 | $8,717-77.1% | $5,586-64.2% | $10,132-80.3% |