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 | $49,184 | $99,341-50.5% | $84,750-42.0% | $273,961-82.0% |
| Participation rate | 91.7% | 80.7%+11.0pp | 76.6%+15.1pp | 83.0%+8.7pp |
| Annual return | 0.87% | 22.93%-22.1pp | 22.78%-21.9pp | 41.45%-40.6pp |
| Employer contribution / active EE | $1,796 | $4,214-57.4% | $3,574-49.8% | $4,869-63.1% |
| Participant deferral / active EE | $2,668 | $4,269-37.5% | $3,712-28.1% | $5,287-49.5% |
| Admin fee / account holder | $18,263 | $6,644+174.9% | $5,332+242.5% | $10,132+80.3% |