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 | $53,735 | $103,376-48.0% | $87,100-38.3% | $152,861-64.8% |
| Participation rate | 73.7% | 79.3%-5.7pp | 76.9%-3.2pp | 82.4%-8.8pp |
| Annual return | 5.05% | 28.10%-23.0pp | 28.19%-23.1pp | 345.32%-340.3pp |
| Employer contribution / active EE | $975 | $3,220-69.7% | $2,521-61.3% | $4,762-79.5% |
| Participant deferral / active EE | $1,960 | $4,778-59.0% | $4,049-51.6% | $5,850-66.5% |
| Admin fee / account holder | $5,727 | $12,205-53.1% | $7,497-23.6% | $11,596-50.6% |