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 | $60,926 | $49,227+23.8% | $70,449-13.5% | $79,858-23.7% |
| Participation rate | 72.3% | 69.2%+3.1pp | 75.1%-2.7pp | 69.6%+2.7pp |
| Annual return | 4.65% | 30.06%-25.4pp | 109.03%-104.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,302 | $2,768-16.8% | $3,709-37.9% | $3,740-38.4% |
| Admin fee / account holder | $1,043 | $2,878-63.8% | $3,845-72.9% | $5,306-80.4% |