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 | $25,542 | $135,952-81.2% | $123,892-79.4% | $273,961-90.7% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 1.56% | 56.63%-55.1pp | 47.52%-46.0pp | 41.45%-39.9pp |
| Employer contribution / active EE | $1,864 | $5,170-63.9% | $4,617-59.6% | $4,869-61.7% |
| Participant deferral / active EE | $2,622 | $6,343-58.7% | $5,984-56.2% | $5,287-50.4% |
| Admin fee / account holder | $16,135 | $9,817+64.4% | $8,357+93.1% | $10,132+59.2% |