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 | $48,636 | $135,952-64.2% | $123,892-60.7% | $273,961-82.2% |
| Participation rate | 72.2% | 84.1%-11.8pp | 81.4%-9.2pp | 83.0%-10.8pp |
| Annual return | 0.10% | 56.63%-56.5pp | 47.52%-47.4pp | 41.45%-41.4pp |
| Employer contribution / active EE | $1,779 | $5,170-65.6% | $4,617-61.5% | $4,869-63.5% |
| Participant deferral / active EE | $4,562 | $6,343-28.1% | $5,984-23.8% | $5,287-13.7% |
| Admin fee / account holder | $3,749 | $9,817-61.8% | $8,357-55.1% | $10,132-63.0% |