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 | $61,042 | $165,335-63.1% | $149,696-59.2% | $158,922-61.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 0.97% | 348.15%-347.2pp | 276.60%-275.6pp | 302.83%-301.9pp |
| Employer contribution / active EE | $1,774 | $5,103-65.2% | $4,644-61.8% | $4,761-62.8% |
| Participant deferral / active EE | $3,250 | $7,181-54.7% | $6,842-52.5% | $5,982-45.7% |
| Admin fee / account holder | $411 | $10,807-96.2% | $9,309-95.6% | $11,246-96.3% |