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 | $69,628 | $111,301-37.4% | $112,977-38.4% | $158,922-56.2% |
| Participation rate | 75.0% | 83.5%-8.5pp | 82.6%-7.6pp | 82.0%-7.0pp |
| Annual return | 1.40% | 26.40%-25.0pp | 24.24%-22.8pp | 302.83%-301.4pp |
| Employer contribution / active EE | $5,993 | $4,471+34.0% | $4,255+40.9% | $4,761+25.9% |
| Participant deferral / active EE | $7,431 | $5,880+26.4% | $5,836+27.3% | $5,982+24.2% |
| Admin fee / account holder | $40,434 | $8,392+381.8% | $6,294+542.4% | $11,246+259.6% |