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 | $121,520 | $135,952-10.6% | $123,892-1.9% | $273,961-55.6% |
| Participation rate | 73.7% | 84.1%-10.4pp | 81.4%-7.7pp | 83.0%-9.3pp |
| Annual return | -1.90% | 56.63%-58.5pp | 47.52%-49.4pp | 41.45%-43.4pp |
| Employer contribution / active EE | $934 | $5,170-81.9% | $4,617-79.8% | $4,869-80.8% |
| Participant deferral / active EE | $5,287 | $6,343-16.6% | $5,984-11.6% | $5,2870% |
| Admin fee / account holder | $933 | $9,817-90.5% | $8,357-88.8% | $10,132-90.8% |