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 | $75,140 | $135,952-44.7% | $123,892-39.4% | $273,961-72.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.46% | 56.63%-53.2pp | 47.52%-44.1pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,254 | $5,170-75.8% | $4,617-72.8% | $4,869-74.3% |
| Participant deferral / active EE | $5,079 | $6,343-19.9% | $5,984-15.1% | $5,287-3.9% |
| Admin fee / account holder | $51,211 | $9,817+421.7% | $8,357+512.8% | $10,132+405.4% |