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 | $71,640 | $153,772-53.4% | $133,980-46.5% | $273,961-73.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 0.66% | 36.51%-35.9pp | 29.30%-28.6pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,916 | $6,029-68.2% | $5,211-63.2% | $4,869-60.7% |
| Participant deferral / active EE | $4,945 | $6,958-28.9% | $6,282-21.3% | $5,287-6.5% |
| Admin fee / account holder | $18,723 | $11,765+59.1% | $9,324+100.8% | $10,132+84.8% |