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 | $60,349 | $90,503-33.3% | $78,689-23.3% | $273,961-78.0% |
| Participation rate | 88.9% | 76.5%+12.4pp | 73.6%+15.3pp | 83.0%+5.9pp |
| Annual return | 1.08% | 75.60%-74.5pp | 62.18%-61.1pp | 41.45%-40.4pp |
| Employer contribution / active EE | $3,239 | $3,176+2.0% | $2,851+13.6% | $4,869-33.5% |
| Participant deferral / active EE | $4,664 | $3,901+19.6% | $3,517+32.6% | $5,287-11.8% |
| Admin fee / account holder | $41,631 | $5,263+691.0% | $4,510+823.0% | $10,132+310.9% |