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 | $83,670 | $54,762+52.8% | $90,281-7.3% | $72,985+14.6% |
| Participation rate | 83.3% | 65.1%+18.2pp | 73.3%+10.1pp | 69.5%+13.8pp |
| Annual return | 0.10% | 30.63%-30.5pp | 78.10%-78.0pp | 81.00%-80.9pp |
| Employer contribution / active EE | $716 | $2,092-65.8% | $2,854-74.9% | $2,440-70.7% |
| Participant deferral / active EE | $2,956 | $2,887+2.4% | $3,885-23.9% | $3,607-18.1% |
| Admin fee / account holder | $3,405 | $3,972-14.3% | $5,351-36.4% | $5,124-33.6% |