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 | $49,016 | $153,772-68.1% | $133,980-63.4% | $273,961-82.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | -1.60% | 36.51%-38.1pp | 29.30%-30.9pp | 41.45%-43.1pp |
| Employer contribution / active EE | $2,065 | $6,029-65.7% | $5,211-60.4% | $4,869-57.6% |
| Participant deferral / active EE | $3,905 | $6,958-43.9% | $6,282-37.8% | $5,287-26.1% |
| Admin fee / account holder | $9,266 | $11,765-21.2% | $9,324-0.6% | $10,132-8.5% |