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 | $53,816 | $181,894-70.4% | $156,549-65.6% | $273,961-80.4% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | -4.75% | 30.74%-35.5pp | 32.23%-37.0pp | 41.45%-46.2pp |
| Employer contribution / active EE | $1,973 | $6,248-68.4% | $5,501-64.1% | $4,869-59.5% |
| Participant deferral / active EE | $3,990 | $5,550-28.1% | $4,871-18.1% | $5,287-24.5% |
| Admin fee / account holder | $429 | $15,559-97.2% | $13,027-96.7% | $10,132-95.8% |