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 | $83,839 | $181,894-53.9% | $156,549-46.4% | $273,961-69.4% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 1.96% | 30.74%-28.8pp | 32.23%-30.3pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,931 | $6,248-69.1% | $5,501-64.9% | $4,869-60.3% |
| Participant deferral / active EE | $7,178 | $5,550+29.3% | $4,871+47.4% | $5,287+35.8% |
| Admin fee / account holder | $67,859 | $15,559+336.1% | $13,027+420.9% | $10,132+569.7% |