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 | $80,376 | $136,307-41.0% | $106,619-24.6% | $273,961-70.7% |
| Participation rate | 77.8% | 84.8%-7.0pp | 78.0%-0.2pp | 83.0%-5.2pp |
| Annual return | -1.92% | 11.05%-13.0pp | 9.42%-11.3pp | 41.45%-43.4pp |
| Employer contribution / active EE | $1,788 | $5,190-65.5% | $3,947-54.7% | $4,869-63.3% |
| Participant deferral / active EE | $3,861 | $4,969-22.3% | $3,930-1.8% | $5,287-27.0% |
| Admin fee / account holder | $18,703 | $8,625+116.8% | $6,418+191.4% | $10,132+84.6% |