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 9-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 | $88,822 | $60,349+47.2% | $74,183+19.7% | $62,891+41.2% |
| Participation rate | 72.5% | 72.7%-0.2pp | 76.6%-4.1pp | 69.3%+3.2pp |
| Annual return | -1.45% | 21.37%-22.8pp | 17.74%-19.2pp | 20.14%-21.6pp |
| Employer contribution / active EE | $808 | $1,680-51.9% | $2,370-65.9% | $2,281-64.6% |
| Participant deferral / active EE | $3,371 | $2,856+18.0% | $3,550-5.0% | $3,203+5.2% |
| Admin fee / account holder | $1,425 | $4,261-66.6% | $5,586-74.5% | $4,296-66.8% |