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 | $106,768 | $181,894-41.3% | $156,549-31.8% | $273,961-61.0% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 0.48% | 30.74%-30.3pp | 32.23%-31.7pp | 41.45%-41.0pp |
| Employer contribution / active EE | $2,688 | $6,248-57.0% | $5,501-51.1% | $4,869-44.8% |
| Participant deferral / active EE | $5,867 | $5,550+5.7% | $4,871+20.4% | $5,287+11.0% |
| Admin fee / account holder | $193,687 | $15,559+1144.8% | $13,027+1386.8% | $10,132+1811.6% |