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 | $91,571 | $135,952-32.6% | $123,892-26.1% | $273,961-66.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 0.48% | 56.63%-56.1pp | 47.52%-47.0pp | 41.45%-41.0pp |
| Employer contribution / active EE | $2,281 | $5,170-55.9% | $4,617-50.6% | $4,869-53.1% |
| Participant deferral / active EE | $3,404 | $6,343-46.3% | $5,984-43.1% | $5,287-35.6% |
| Admin fee / account holder | $38,102 | $9,817+288.1% | $8,357+355.9% | $10,132+276.1% |