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 | $92,524 | $153,772-39.8% | $133,980-30.9% | $273,961-66.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 1.69% | 36.51%-34.8pp | 29.30%-27.6pp | 41.45%-39.8pp |
| Employer contribution / active EE | $5,065 | $6,029-16.0% | $5,211-2.8% | $4,869+4.0% |
| Participant deferral / active EE | $5,421 | $6,958-22.1% | $6,282-13.7% | $5,287+2.5% |
| Admin fee / account holder | $96,328 | $11,765+718.8% | $9,324+933.1% | $10,132+850.7% |