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 | $58,836 | $135,952-56.7% | $123,892-52.5% | $273,961-78.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 2.49% | 56.63%-54.1pp | 47.52%-45.0pp | 41.45%-39.0pp |
| Employer contribution / active EE | $3,030 | $5,170-41.4% | $4,617-34.4% | $4,869-37.8% |
| Participant deferral / active EE | $3,300 | $6,343-48.0% | $5,984-44.9% | $5,287-37.6% |
| Admin fee / account holder | $73,162 | $9,817+645.3% | $8,357+775.5% | $10,132+622.1% |