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 | $56,436 | $106,515-47.0% | $96,683-41.6% | $139,434-59.5% |
| Participation rate | 70.6% | 77.8%-7.3pp | 74.3%-3.8pp | 80.3%-9.7pp |
| Annual return | 10.16% | 38.43%-28.3pp | 35.69%-25.5pp | 372.94%-362.8pp |
| Employer contribution / active EE | $3,457 | $4,103-15.7% | $3,737-7.5% | $4,751-27.2% |
| Participant deferral / active EE | $7,221 | $5,454+32.4% | $4,878+48.0% | $6,710+7.6% |
| Admin fee / account holder | $43,221 | $7,877+448.7% | $6,730+542.3% | $11,403+279.1% |