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 5-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 | $59,953 | $77,419-22.6% | $69,455-13.7% | $152,861-60.8% |
| Participation rate | 73.7% | 78.1%-4.4pp | 74.6%-0.9pp | 82.4%-8.8pp |
| Annual return | 4.56% | 39.06%-34.5pp | 28.97%-24.4pp | 345.32%-340.8pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,199 | $4,414-4.9% | $3,535+18.8% | $5,850-28.2% |
| Admin fee / account holder | $15,333 | $6,207+147.0% | $3,839+299.4% | $11,596+32.2% |