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 | $62,731 | $181,894-65.5% | $156,549-59.9% | $273,961-77.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.62% | 30.74%-30.1pp | 32.23%-31.6pp | 41.45%-40.8pp |
| Employer contribution / active EE | $2,697 | $6,248-56.8% | $5,501-51.0% | $4,869-44.6% |
| Participant deferral / active EE | $5,607 | $5,550+1.0% | $4,871+15.1% | $5,287+6.1% |
| Admin fee / account holder | $13,749 | $15,559-11.6% | $13,027+5.5% | $10,132+35.7% |