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 | $61,221 | $106,515-42.5% | $96,683-36.7% | $139,434-56.1% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.3%+3.4pp | 80.3%-2.5pp |
| Annual return | 10.04% | 38.43%-28.4pp | 35.69%-25.7pp | 372.94%-362.9pp |
| Employer contribution / active EE | $1,313 | $4,103-68.0% | $3,737-64.9% | $4,751-72.4% |
| Participant deferral / active EE | $3,673 | $5,454-32.7% | $4,878-24.7% | $6,710-45.3% |
| Admin fee / account holder | $68,495 | $7,877+769.6% | $6,730+917.8% | $11,403+500.7% |