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 | $59,208 | $214,378-72.4% | $200,582-70.5% | $142,382-58.4% |
| Participation rate | 79.2% | 87.4%-8.3pp | 86.9%-7.7pp | 80.1%-1.0pp |
| Annual return | 5.56% | 46.41%-40.8pp | 42.33%-36.8pp | 217.08%-211.5pp |
| Employer contribution / active EE | $4,241 | $6,841-38.0% | $6,419-33.9% | $4,299-1.3% |
| Participant deferral / active EE | $0 | $9,865-100.0% | $9,331-100.0% | $6,507-100.0% |
| Admin fee / account holder | $4,546 | $17,692-74.3% | $16,305-72.1% | $12,624-64.0% |