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 | $64,561 | $102,966-37.3% | $90,281-28.5% | $152,861-57.8% |
| Participation rate | 71.4% | 75.9%-4.4pp | 73.3%-1.8pp | 82.4%-11.0pp |
| Annual return | 0.89% | 95.16%-94.3pp | 78.10%-77.2pp | 345.32%-344.4pp |
| Employer contribution / active EE | $2,821 | $3,139-10.1% | $2,854-1.2% | $4,762-40.8% |
| Participant deferral / active EE | $1,983 | $4,281-53.7% | $3,885-49.0% | $5,850-66.1% |
| Admin fee / account holder | $1,718 | $6,171-72.2% | $5,351-67.9% | $11,596-85.2% |