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 | $69,977 | $99,341-29.6% | $84,750-17.4% | $273,961-74.5% |
| Participation rate | 85.0% | 80.7%+4.3pp | 76.6%+8.4pp | 83.0%+2.0pp |
| Annual return | -1.42% | 22.93%-24.4pp | 22.78%-24.2pp | 41.45%-42.9pp |
| Employer contribution / active EE | $1,768 | $4,214-58.0% | $3,574-50.5% | $4,869-63.7% |
| Participant deferral / active EE | $4,457 | $4,269+4.4% | $3,712+20.1% | $5,287-15.7% |
| Admin fee / account holder | $1,359 | $6,644-79.6% | $5,332-74.5% | $10,132-86.6% |