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 | $71,774 | $157,256-54.4% | $141,162-49.2% | $152,861-53.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 1.21% | 64.32%-63.1pp | 71.39%-70.2pp | 345.32%-344.1pp |
| Employer contribution / active EE | $2,008 | $5,261-61.8% | $4,735-57.6% | $4,762-57.8% |
| Participant deferral / active EE | $4,133 | $7,109-41.9% | $6,709-38.4% | $5,850-29.3% |
| Admin fee / account holder | $12,705 | $12,120+4.8% | $10,261+23.8% | $11,596+9.6% |