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 | $98,637 | $215,361-54.2% | $171,082-42.3% | $273,961-64.0% |
| Participation rate | 73.7% | 82.0%-8.3pp | 76.7%-3.0pp | 83.0%-9.3pp |
| Annual return | 1.09% | 25.14%-24.0pp | 32.56%-31.5pp | 41.45%-40.4pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,002-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,786 | $5,543+22.4% | $4,797+41.5% | $5,287+28.3% |
| Admin fee / account holder | $1,015 | $10,846-90.6% | $8,520-88.1% | $10,132-90.0% |