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 | $69,512 | $135,952-48.9% | $123,892-43.9% | $273,961-74.6% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 3.53% | 56.63%-53.1pp | 47.52%-44.0pp | 41.45%-37.9pp |
| Employer contribution / active EE | $1,875 | $5,170-63.7% | $4,617-59.4% | $4,869-61.5% |
| Participant deferral / active EE | $4,158 | $6,343-34.4% | $5,984-30.5% | $5,287-21.3% |
| Admin fee / account holder | $4,650 | $9,817-52.6% | $8,357-44.4% | $10,132-54.1% |