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 | $57,064 | $136,307-58.1% | $106,619-46.5% | $273,961-79.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 78.0%-3.0pp | 83.0%-8.0pp |
| Annual return | -4.49% | 11.05%-15.5pp | 9.42%-13.9pp | 41.45%-45.9pp |
| Employer contribution / active EE | $1,146 | $5,190-77.9% | $3,947-71.0% | $4,869-76.5% |
| Participant deferral / active EE | $1,393 | $4,969-72.0% | $3,930-64.6% | $5,287-73.7% |
| Admin fee / account holder | $4,771 | $8,625-44.7% | $6,418-25.7% | $10,132-52.9% |