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 | $61,131 | $153,311-60.1% | $109,313-44.1% | $273,961-77.7% |
| Participation rate | 71.4% | 80.1%-8.7pp | 71.3%+0.2pp | 83.0%-11.6pp |
| Annual return | 0.14% | 29.86%-29.7pp | 22.07%-21.9pp | 41.45%-41.3pp |
| Employer contribution / active EE | $1,155 | $5,619-79.4% | $3,892-70.3% | $4,869-76.3% |
| Participant deferral / active EE | $3,825 | $3,932-2.7% | $3,166+20.8% | $5,287-27.7% |
| Admin fee / account holder | $3,070 | $8,076-62.0% | $5,666-45.8% | $10,132-69.7% |