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 | $38,841 | $64,348-39.6% | $90,160-56.9% | $70,131-44.6% |
| Participation rate | 79.5% | 70.4%+9.1pp | 76.9%+2.7pp | 69.5%+10.0pp |
| Annual return | -0.27% | 28.13%-28.4pp | 34.88%-35.1pp | 73.14%-73.4pp |
| Employer contribution / active EE | $1,181 | $2,046-42.3% | $3,318-64.4% | $2,342-49.6% |
| Participant deferral / active EE | $3,167 | $4,389-27.8% | $5,288-40.1% | $3,332-5.0% |
| Admin fee / account holder | $1,697 | $3,944-57.0% | $5,943-71.4% | $4,645-63.5% |