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 | $109,504 | $88,583+23.6% | $88,497+23.7% | $273,961-60.0% |
| Participation rate | 72.2% | 83.5%-11.3pp | 82.4%-10.2pp | 83.0%-10.8pp |
| Annual return | 2.89% | 5.68%-2.8pp | 7.63%-4.7pp | 41.45%-38.6pp |
| Employer contribution / active EE | $1,274 | $4,502-71.7% | $4,036-68.4% | $4,869-73.8% |
| Participant deferral / active EE | $2,749 | $4,891-43.8% | $4,899-43.9% | $5,287-48.0% |
| Admin fee / account holder | $15,158 | $8,980+68.8% | $6,220+143.7% | $10,132+49.6% |