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 | $69,797 | $153,772-54.6% | $133,980-47.9% | $273,961-74.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.94% | 36.51%-34.6pp | 29.30%-27.4pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,362 | $6,029-77.4% | $5,211-73.9% | $4,869-72.0% |
| Participant deferral / active EE | $3,741 | $6,958-46.2% | $6,282-40.5% | $5,287-29.3% |
| Admin fee / account holder | $2,749 | $11,765-76.6% | $9,324-70.5% | $10,132-72.9% |