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 | $46,839 | $135,952-65.5% | $123,892-62.2% | $273,961-82.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 1.33% | 56.63%-55.3pp | 47.52%-46.2pp | 41.45%-40.1pp |
| Employer contribution / active EE | $1,059 | $5,170-79.5% | $4,617-77.1% | $4,869-78.2% |
| Participant deferral / active EE | $7,365 | $6,343+16.1% | $5,984+23.1% | $5,287+39.3% |
| Admin fee / account holder | $9,753 | $9,817-0.7% | $8,357+16.7% | $10,132-3.7% |