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 | $69,614 | $107,334-35.1% | $92,893-25.1% | $152,861-54.5% |
| Participation rate | 70.6% | 79.8%-9.2pp | 76.0%-5.4pp | 82.4%-11.9pp |
| Annual return | 4.64% | 145.58%-140.9pp | 109.41%-104.8pp | 345.32%-340.7pp |
| Employer contribution / active EE | $1,474 | $4,221-65.1% | $3,653-59.6% | $4,762-69.0% |
| Participant deferral / active EE | $2,852 | $4,845-41.1% | $4,236-32.7% | $5,850-51.3% |
| Admin fee / account holder | $4,995 | $7,079-29.4% | $5,794-13.8% | $11,596-56.9% |