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 | $49,105 | $107,334-54.3% | $92,893-47.1% | $152,861-67.9% |
| Participation rate | 72.2% | 79.8%-7.6pp | 76.0%-3.8pp | 82.4%-10.2pp |
| Annual return | 4.38% | 145.58%-141.2pp | 109.41%-105.0pp | 345.32%-340.9pp |
| Employer contribution / active EE | $1,802 | $4,221-57.3% | $3,653-50.7% | $4,762-62.2% |
| Participant deferral / active EE | $2,276 | $4,845-53.0% | $4,236-46.3% | $5,850-61.1% |
| Admin fee / account holder | $521 | $7,079-92.6% | $5,794-91.0% | $11,596-95.5% |