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 | $92,263 | $181,894-49.3% | $156,549-41.1% | $273,961-66.3% |
| Participation rate | 76.2% | 88.4%-12.2pp | 84.0%-7.8pp | 83.0%-6.8pp |
| Annual return | 0.17% | 30.74%-30.6pp | 32.23%-32.1pp | 41.45%-41.3pp |
| Employer contribution / active EE | $2,255 | $6,248-63.9% | $5,501-59.0% | $4,869-53.7% |
| Participant deferral / active EE | $3,465 | $5,550-37.6% | $4,871-28.9% | $5,287-34.5% |
| Admin fee / account holder | $3,136 | $15,559-79.8% | $13,027-75.9% | $10,132-69.0% |