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 | $91,174 | $93,071-2.0% | $74,583+22.2% | $273,961-66.7% |
| Participation rate | 90.0% | 74.9%+15.1pp | 68.1%+21.9pp | 83.0%+7.0pp |
| Annual return | -4.97% | 26.18%-31.1pp | 20.47%-25.4pp | 41.45%-46.4pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,237 | $4,160-70.3% | $3,458-64.2% | $5,287-76.6% |
| Admin fee / account holder | $2,395 | $5,272-54.6% | $4,138-42.1% | $10,132-76.4% |