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 | $77,356 | $181,894-57.5% | $156,549-50.6% | $273,961-71.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.27% | 30.74%-30.5pp | 32.23%-32.0pp | 41.45%-41.2pp |
| Employer contribution / active EE | $5,002 | $6,248-20.0% | $5,501-9.1% | $4,869+2.7% |
| Participant deferral / active EE | $10,500 | $5,550+89.2% | $4,871+115.6% | $5,287+98.6% |
| Admin fee / account holder | $113,483 | $15,559+629.4% | $13,027+771.1% | $10,132+1020.1% |