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 | $69,962 | $88,707-21.1% | $74,183-5.7% | $273,961-74.5% |
| Participation rate | 70.8% | 79.4%-8.6pp | 76.6%-5.8pp | 83.0%-12.2pp |
| Annual return | 1.98% | 11.94%-10.0pp | 17.74%-15.8pp | 41.45%-39.5pp |
| Employer contribution / active EE | $1,397 | $3,159-55.8% | $2,370-41.0% | $4,869-71.3% |
| Participant deferral / active EE | $3,176 | $4,212-24.6% | $3,550-10.5% | $5,287-39.9% |
| Admin fee / account holder | $4,699 | $8,717-46.1% | $5,586-15.9% | $10,132-53.6% |