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 | $45,445 | $153,772-70.4% | $133,980-66.1% | $273,961-83.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 1.09% | 36.51%-35.4pp | 29.30%-28.2pp | 41.45%-40.4pp |
| Employer contribution / active EE | $1,415 | $6,029-76.5% | $5,211-72.9% | $4,869-70.9% |
| Participant deferral / active EE | $6,973 | $6,958+0.2% | $6,282+11.0% | $5,287+31.9% |
| Admin fee / account holder | $2,113 | $11,765-82.0% | $9,324-77.3% | $10,132-79.1% |