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 | $38,201 | $228,332-83.3% | $185,823-79.4% | $158,922-76.0% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | -0.26% | 40.80%-41.1pp | 35.95%-36.2pp | 302.83%-303.1pp |
| Employer contribution / active EE | $1,450 | $4,967-70.8% | $4,087-64.5% | $4,761-69.5% |
| Participant deferral / active EE | $2,405 | $6,415-62.5% | $5,632-57.3% | $5,982-59.8% |
| Admin fee / account holder | $14,727 | $11,864+24.1% | $9,500+55.0% | $11,246+31.0% |